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 BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $128,483 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $103,090 |
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 | $125,737 | $91,372+37.6% | $129,995-3.3% | $74,419+69.0% |
| Participation rate | 97.1% | 77.8%+19.4pp | 78.5%+18.7pp | 70.7%+26.4pp |
| Annual return | 17.34% | 23.21%-5.9pp | -137.18%+154.5pp | 34.38%-17.0pp |
| Employer contribution / active EE | $2,659 | $2,563+3.7% | $4,320-38.4% | $2,637+0.8% |
| Participant deferral / active EE | $9,375 | $4,721+98.6% | $5,820+61.1% | $4,528+107.0% |
| Admin fee / account holder | $218 | $283-23.0% | $10,614-97.9% | $348-37.3% |