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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Service code 55 · EIN 26-4310632 | Other Commissions | $29,903 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,997 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,336 | $42,504-42.7% | $159,960-84.8% | $77,904-68.8% |
| Participation rate | 30.9% | 66.9%-36.0pp | 78.0%-47.1pp | 73.7%-42.8pp |
| Annual return | -16.39% | -12.43%-4.0pp | 408.60%-425.0pp | 12.21%-28.6pp |
| Employer contribution / active EE | $290 | $1,684-82.8% | $4,226-93.1% | $2,848-89.8% |
| Participant deferral / active EE | $1,620 | $3,919-58.7% | $6,182-73.8% | $4,806-66.3% |
| Admin fee / account holder | $20 | $98-79.3% | $8,698-99.8% | $133-84.8% |