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 26 · EIN 26-4310632 | Advisory (Participants) | $106,250 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,395 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$59,821 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,616 | $65,708-27.5% | $76,817-38.0% | $77,787-38.8% |
| Participation rate | 61.7% | 79.0%-17.3pp | 72.1%-10.4pp | 73.2%-11.5pp |
| Annual return | 20.86% | 49.86%-29.0pp | 1166.11%-1145.2pp | 32.57%-11.7pp |
| Employer contribution / active EE | $1,353 | $2,167-37.6% | $2,302-41.2% | $2,504-46.0% |
| Participant deferral / active EE | $2,459 | $3,254-24.4% | $3,336-26.3% | $3,967-38.0% |
| Admin fee / account holder | $44 | $91-52.0% | $6,420-99.3% | $100-56.4% |