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 BARNEY7+ years Service code 55 · EIN 26-4310632 | Other Commissions | $118,634 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $65,134 | $111,491-41.6% | $189,513-65.6% | $86,799-25.0% |
| Participation rate | 55.2% | 87.3%-32.1pp | 87.8%-32.6pp | 72.3%-17.0pp |
| Annual return | 18.20% | 83.50%-65.3pp | 555.15%-537.0pp | 97.91%-79.7pp |
| Employer contribution / active EE | $0 | $3,951-100.0% | $6,162-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $6,747 | $6,437+4.8% | $8,221-17.9% | $4,131+63.3% |
| Admin fee / account holder | $6 | $189-96.9% | $12,045-100.0% | $170-96.5% |