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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $25,347 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,647 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $91,855 | $70,428+30.4% | $96,562-4.9% | $85,850+7.0% |
| Participation rate | 82.5% | 61.8%+20.7pp | 69.8%+12.7pp | 69.3%+13.2pp |
| Annual return | 14.44% | 18.59%-4.1pp | 37.78%-23.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,620 | $1,413+14.6% | $2,356-31.3% | $2,565-36.9% |
| Participant deferral / active EE | $3,383 | $2,894+16.9% | $3,849-12.1% | $3,952-14.4% |
| Admin fee / account holder | $396 | $4,997-92.1% | $6,181-93.6% | $6,260-93.7% |