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 BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 16 · EIN 26-4310632 | Consulting | $88,077 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $61,016 |
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 | $53,887 | $104,631-48.5% | $98,439-45.3% | $80,160-32.8% |
| Participation rate | 86.1% | 87.5%-1.5pp | 75.2%+10.9pp | 72.9%+13.2pp |
| Annual return | 20.02% | 34.72%-14.7pp | 21.16%-1.1pp | 40.38%-20.4pp |
| Employer contribution / active EE | $2,656 | $4,517-41.2% | $3,048-12.9% | $2,978-10.8% |
| Participant deferral / active EE | $5,314 | $6,545-18.8% | $4,738+12.2% | $5,017+5.9% |
| Admin fee / account holder | $82 | $105-21.6% | $8,948-99.1% | $145-43.3% |