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 SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $15,881 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,959 | $40,174+2.0% | $84,015-51.2% | $67,579-39.4% |
| Participation rate | 26.1% | 62.7%-36.6pp | 69.0%-42.9pp | 71.3%-45.2pp |
| Annual return | 25.43% | 25.82%-0.4pp | 71.31%-45.9pp | 378.56%-353.1pp |
| Employer contribution / active EE | $516 | $808-36.1% | $1,983-74.0% | $2,148-76.0% |
| Participant deferral / active EE | $1,201 | $2,301-47.8% | $3,239-62.9% | $3,539-66.1% |
| Admin fee / account holder | $5 | $128-96.1% | $6,101-99.9% | $142-96.5% |