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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $61,632 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $23,684 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,346 | $98,727-43.9% | $113,168-51.1% | $85,563-35.3% |
| Participation rate | 82.4% | 80.8%+1.6pp | 76.6%+5.9pp | 66.0%+16.5pp |
| Annual return | 17.89% | 17.43%+0.5pp | 24.27%-6.4pp | 31.51%-13.6pp |
| Employer contribution / active EE | $669 | $2,907-77.0% | $2,975-77.5% | $2,654-74.8% |
| Participant deferral / active EE | $5,316 | $5,424-2.0% | $5,107+4.1% | $4,375+21.5% |
| Admin fee / account holder | $121 | $357-66.0% | $12,068-99.0% | $834-85.5% |