See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $38,125 |
ADP BROKER-DEALER1 year Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,273 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,419 | $61,473-19.6% | $81,930-39.7% | $73,409-32.7% |
| Participation rate | 92.1% | 72.4%+19.7pp | 72.0%+20.1pp | 72.2%+19.9pp |
| Annual return | 16.45% | 28.26%-11.8pp | 29.49%-13.0pp | 59.29%-42.8pp |
| Employer contribution / active EE | $961 | $1,898-49.3% | $4,310-77.7% | $2,234-57.0% |
| Participant deferral / active EE | $8,098 | $3,080+162.9% | $7,107+13.9% | $3,805+112.8% |
| Admin fee / account holder | $92 | $125-26.4% | $5,158-98.2% | $158-41.5% |