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 BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $117,234 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $78,172 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $370,757 | $155,364+138.6% | $103,476+258.3% | $77,643+377.5% |
| Participation rate | 99.3% | 85.5%+13.8pp | 80.5%+18.8pp | 70.6%+28.7pp |
| Annual return | 15.95% | 19.02%-3.1pp | 23.90%-8.0pp | 31.24%-15.3pp |
| Employer contribution / active EE | $21,954 | $5,949+269.0% | $4,672+369.9% | $2,726+705.4% |
| Participant deferral / active EE | $14,673 | $8,482+73.0% | $6,623+121.6% | $4,647+215.7% |
| Admin fee / account holder | $201 | $503-60.0% | $9,413-97.9% | $430-53.3% |