See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Service code 55 · EIN 26-4310632 | Other Commissions | $24,124 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,671 |
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 | $44,448 | $71,142-37.5% | $119,609-62.8% | $64,808-31.4% |
| Participation rate | 54.3% | 78.6%-24.3pp | 79.3%-25.0pp | 71.5%-17.2pp |
| Annual return | -17.94% | -10.01%-7.9pp | -14.97%-3.0pp | 32.82%-50.8pp |
| Employer contribution / active EE | $1,429 | $2,497-42.8% | $4,232-66.2% | $2,506-43.0% |
| Participant deferral / active EE | $2,480 | $4,490-44.8% | $5,602-55.7% | $4,310-42.5% |
| Admin fee / account holder | $27 | $162-83.4% | $10,323-99.7% | $188-85.7% |