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: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $22,957 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $21,336 |
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 | $79,357 | $101,317-21.7% | $146,958-46.0% | $74,495+6.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 19.20% | 8730.91%-8711.7pp | 418.34%-399.1pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $2,736 | $3,810-28.2% | $4,933-44.5% | $2,623+4.3% |
| Participant deferral / active EE | $7,655 | $7,303+4.8% | $8,070-5.1% | $4,346+76.2% |
| Admin fee / account holder | $261 | $1,739-85.0% | $12,998-98.0% | $1,942-86.6% |