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 9-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 BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 26-4310632 | Advisory (Participants) | $49,316 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $22,732 |
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.
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 | $65,939 | $66,528-0.9% | $86,874-24.1% | $86,799-24.0% |
| Participation rate | 48.7% | 72.4%-23.7pp | 71.6%-23.0pp | 72.3%-23.6pp |
| Annual return | 12.02% | 19.56%-7.5pp | 63.52%-51.5pp | 97.91%-85.9pp |
| Employer contribution / active EE | $818 | $2,007-59.2% | $2,495-67.2% | $2,405-66.0% |
| Participant deferral / active EE | $1,653 | $3,240-49.0% | $3,699-55.3% | $4,131-60.0% |
| Admin fee / account holder | $158 | $148+6.7% | $5,828-97.3% | $170-6.8% |