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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $55,589 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $49,945 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,124 | $34,220+163.4% | $73,843+22.0% | $59,188+52.3% |
| Participation rate | 82.6% | 59.1%+23.5pp | 73.4%+9.1pp | 69.4%+13.2pp |
| Annual return | 0.80% | 3.36%-2.6pp | 2267.84%-2267.0pp | 5.51%-4.7pp |
| Employer contribution / active EE | $4,738 | $1,480+220.2% | $2,787+70.0% | $2,098+125.9% |
| Participant deferral / active EE | $6,831 | $2,035+235.7% | $3,583+90.7% | $3,265+109.2% |
| Admin fee / account holder | $53 | $64-17.9% | $4,880-98.9% | $92-42.9% |