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 BARNEY9 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $42,500 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $17,524 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $126,542 | $81,625+55.0% | $167,512-24.5% | $74,304+70.3% |
| Participation rate | 86.6% | 60.0%+26.5pp | 77.1%+9.5pp | 60.3%+26.2pp |
| Annual return | 13.78% | 26.09%-12.3pp | 1615.79%-1602.0pp | 29.43%-15.6pp |
| Employer contribution / active EE | $3,369 | $2,010+67.6% | $3,882-13.2% | $2,241+50.3% |
| Participant deferral / active EE | $8,586 | $4,115+108.7% | $6,405+34.1% | $3,767+127.9% |
| Admin fee / account holder | $197 | $3,474-94.3% | $9,769-98.0% | $2,969-93.3% |