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 BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $16,652 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $880 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,109 | $64,286-40.7% | $90,951-58.1% | $73,409-48.1% |
| Participation rate | 29.2% | 63.6%-34.4pp | 69.0%-39.8pp | 72.2%-43.0pp |
| Annual return | 8.24% | 21.45%-13.2pp | 134.60%-126.4pp | 59.29%-51.0pp |
| Employer contribution / active EE | $493 | $895-44.9% | $2,122-76.8% | $2,234-77.9% |
| Participant deferral / active EE | $1,190 | $2,453-51.5% | $3,373-64.7% | $3,805-68.7% |
| Admin fee / account holder | $5 | $287-98.3% | $5,959-99.9% | $158-96.9% |