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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $128,279 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 51-0116113 | Insurance Broker | $93,136 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,454 | $50,982+40.2% | $154,803-53.8% | $85,563-16.5% |
| Participation rate | 61.8% | 59.8%+2.0pp | 78.1%-16.3pp | 66.0%-4.2pp |
| Annual return | 15.86% | 30.35%-14.5pp | 58.88%-43.0pp | 31.51%-15.7pp |
| Employer contribution / active EE | $383 | $1,708-77.6% | $4,305-91.1% | $2,654-85.6% |
| Participant deferral / active EE | $3,460 | $2,474+39.8% | $5,540-37.6% | $4,375-20.9% |
| Admin fee / account holder | $460 | $846-45.6% | $14,329-96.8% | $834-44.8% |