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 5-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 BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $157,173 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $87,976 |
RUBINBROWN LLP1 year Service code 10 · EIN 43-0765316 | Accounting | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$72,110 |
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 | $72,123 | $115,744-37.7% | $100,391-28.2% | $199,593-63.9% |
| Participation rate | 96.8% | 85.7%+11.1pp | 81.5%+15.3pp | 72.0%+24.8pp |
| Annual return | 21.46% | 17.79%+3.7pp | 49.20%-27.7pp | 34.25%-12.8pp |
| Employer contribution / active EE | $1,951 | $3,657-46.6% | $3,942-50.5% | $3,034-35.7% |
| Participant deferral / active EE | $10,969 | $9,844+11.4% | $8,082+35.7% | $5,087+115.6% |
| Admin fee / account holder | $54 | $93-41.4% | $7,899-99.3% | $269-79.7% |