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 BARNEY2 years Filed as: LC MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $39,755 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,215 |
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 | $29,581 | $56,503-47.6% | $70,092-57.8% | $64,808-54.4% |
| Participation rate | 96.6% | 70.5%+26.2pp | 70.5%+26.2pp | 71.5%+25.2pp |
| Annual return | -18.41% | -13.44%-5.0pp | 190.73%-209.1pp | 32.82%-51.2pp |
| Employer contribution / active EE | $2,364 | $2,046+15.5% | $2,559-7.6% | $2,506-5.7% |
| Participant deferral / active EE | $2,808 | $3,389-17.1% | $3,849-27.0% | $4,310-34.8% |
| Admin fee / account holder | $99 | $160-38.0% | $6,267-98.4% | $188-47.1% |