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 BARNEY6+ years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $49,979 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $22,121 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,629 | $56,503-3.3% | $70,092-22.1% | $64,808-15.7% |
| Participation rate | 41.7% | 70.5%-28.8pp | 70.5%-28.8pp | 71.5%-29.8pp |
| Annual return | -15.80% | -13.44%-2.4pp | 190.73%-206.5pp | 32.82%-48.6pp |
| Employer contribution / active EE | $747 | $2,046-63.5% | $2,559-70.8% | $2,506-70.2% |
| Participant deferral / active EE | $1,627 | $3,389-52.0% | $3,849-57.7% | $4,310-62.2% |
| Admin fee / account holder | $160 | $160-0.3% | $6,267-97.4% | $188-14.9% |