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 BARNEY9+ years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $50,814 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $18,439 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $70,196 | $117,025-40.0% | $91,541-23.3% | $85,563-18.0% |
| Participation rate | 43.3% | 64.2%-21.0pp | 69.8%-26.5pp | 66.0%-22.7pp |
| Annual return | 13.79% | 18.02%-4.2pp | 20.50%-6.7pp | 31.51%-17.7pp |
| Employer contribution / active EE | $847 | $2,120-60.1% | $2,505-66.2% | $2,654-68.1% |
| Participant deferral / active EE | $1,842 | $3,446-46.6% | $4,008-54.0% | $4,375-57.9% |
| Admin fee / account holder | $165 | $1,242-86.7% | $6,956-97.6% | $834-80.2% |