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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $125,541 |
Service code 37 · EIN 04-2647786 | Loan Processing | $41,364 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $379,916 | $42,886+785.9% | $88,946+327.1% | $85,563+344.0% |
| Participation rate | 91.3% | 37.9%+53.4pp | 68.8%+22.5pp | 66.0%+25.3pp |
| Annual return | 20.30% | 44.56%-24.3pp | 57.82%-37.5pp | 31.51%-11.2pp |
| Employer contribution / active EE | $25,418 | $1,147+2116.0% | $2,555+894.8% | $2,654+857.9% |
| Participant deferral / active EE | $17,304 | $2,108+720.9% | $4,581+277.7% | $4,375+295.5% |
| Admin fee / account holder | $481 | $2,263-78.8% | $8,261-94.2% | $834-42.4% |