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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $76,778 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 99 1300 THAMES STREET WHARF · BALTIMORE, MD 212319907 | Other Fees | $53,064 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,316 | $72,254-40.0% | $86,677-50.0% | $64,808-33.2% |
| Participation rate | 93.7% | 80.4%+13.3pp | 76.6%+17.1pp | 71.5%+22.2pp |
| Annual return | -15.52% | 392.42%-407.9pp | 35.91%-51.4pp | 32.82%-48.3pp |
| Employer contribution / active EE | $1,084 | $2,393-54.7% | $2,836-61.8% | $2,506-56.7% |
| Participant deferral / active EE | $4,049 | $4,658-13.1% | $4,656-13.0% | $4,310-6.1% |
| Admin fee / account holder | $201 | $174+15.8% | $7,493-97.3% | $188+7.2% |