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 64 · EIN 71-0294708 | Recordkeeping Fees | $90,110 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 55 1300 THAMES ST WHARF, 4TH FLOOR · BALTIMORE, MD 21231 | Other Commissions | $80,701 |
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 | $83,605 | $89,282-6.4% | $94,646-11.7% | $74,419+12.3% |
| Participation rate | 99.4% | 82.4%+17.0pp | 80.8%+18.5pp | 70.7%+28.6pp |
| Annual return | 20.70% | 25.96%-5.3pp | 156.71%-136.0pp | 34.38%-13.7pp |
| Employer contribution / active EE | $4,086 | $3,022+35.2% | $3,672+11.3% | $2,637+54.9% |
| Participant deferral / active EE | $5,787 | $8,425-31.3% | $7,418-22.0% | $4,528+27.8% |
| Admin fee / account holder | $152 | $219-30.6% | $7,231-97.9% | $348-56.4% |