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) | $78,948 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 99 · EIN 20-8764829 | Other Fees | $53,494 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,420 | $99,078-54.2% | $96,544-53.0% | $74,419-39.0% |
| Participation rate | 93.2% | 80.7%+12.6pp | 76.0%+17.3pp | 70.7%+22.5pp |
| Annual return | 13.82% | 22.48%-8.7pp | 25.84%-12.0pp | 34.38%-20.6pp |
| Employer contribution / active EE | $1,147 | $2,570-55.4% | $2,965-61.3% | $2,637-56.5% |
| Participant deferral / active EE | $4,354 | $4,933-11.7% | $4,851-10.2% | $4,528-3.8% |
| Admin fee / account holder | $200 | $225-11.1% | $8,252-97.6% | $348-42.6% |