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 9-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 BARNEY7+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 · EIN 36-3145972 | Advisory (Plan) | $102,211 |
THE VANGUARD GROUP, INC.7+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $83,273 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $17,882 |
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 | $100,294 | $64,612+55.2% | $86,436+16.0% | $64,808+54.8% |
| Participation rate | 96.2% | 81.5%+14.7pp | 80.3%+15.9pp | 71.5%+24.7pp |
| Annual return | -13.26% | 0.66%-13.9pp | 4394.89%-4408.2pp | 32.82%-46.1pp |
| Employer contribution / active EE | $2,083 | $2,744-24.1% | $3,769-44.7% | $2,506-16.9% |
| Participant deferral / active EE | $5,092 | $7,497-32.1% | $6,952-26.8% | $4,310+18.1% |
| Admin fee / account holder | $140 | $169-17.0% | $6,731-97.9% | $188-25.3% |