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 Service code 26 · EIN 26-4310632 | Advisory (Participants) | $64,193 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,404 |
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 | $52,407 | $85,635-38.8% | $123,892-57.7% | $63,975-18.1% |
| Participation rate | 76.5% | 74.9%+1.6pp | 81.4%-4.9pp | 71.1%+5.4pp |
| Annual return | 57.30% | 15.74%+41.6pp | 47.52%+9.8pp | 48.65%+8.6pp |
| Employer contribution / active EE | $656 | $3,076-78.7% | $4,617-85.8% | $2,182-69.9% |
| Participant deferral / active EE | $6,250 | $5,667+10.3% | $5,984+4.4% | $3,356+86.2% |
| Admin fee / account holder | $55 | $75-26.0% | $8,357-99.3% | $70-21.3% |