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 BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $33,862 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,884 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,797 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,692 | $56,485-12.0% | $185,823-73.3% | $86,799-42.8% |
| Participation rate | 28.6% | 65.5%-36.8pp | 81.7%-53.1pp | 72.3%-43.6pp |
| Annual return | 13.00% | 118.04%-105.0pp | 122.05%-109.1pp | 97.91%-84.9pp |
| Employer contribution / active EE | $174 | $1,843-90.6% | $5,167-96.6% | $2,405-92.8% |
| Participant deferral / active EE | $879 | $2,553-65.6% | $5,568-84.2% | $4,131-78.7% |
| Admin fee / account holder | $44 | $150-70.6% | $16,237-99.7% | $170-74.0% |