See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 55 · EIN 26-4310632 | Other Commissions | $35,955 |
Service code 37 · EIN 04-2647786 | Loan Processing | $727 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,741 | $79,171+67.7% | $102,423+29.6% | $74,495+78.2% |
| Participation rate | 56.5% | 74.8%-18.3pp | 76.5%-20.0pp | 67.2%-10.7pp |
| Annual return | 17.49% | 54.93%-37.4pp | 29.32%-11.8pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,956 | $4,415+12.2% | $5,053-1.9% | $4,346+14.0% |
| Admin fee / account holder | $3 | $2,001-99.9% | $9,451-100.0% | $1,942-99.8% |