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 BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $79,718 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $10,592 |
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 | $356,186 | $70,428+405.7% | $96,562+268.9% | $85,850+314.9% |
| Participation rate | 78.6% | 61.8%+16.8pp | 69.8%+8.8pp | 69.3%+9.3pp |
| Annual return | 16.42% | 18.59%-2.2pp | 37.78%-21.4pp | 318.53%-302.1pp |
| Employer contribution / active EE | $4,391 | $1,413+210.8% | $2,356+86.3% | $2,565+71.2% |
| Participant deferral / active EE | $8,401 | $2,894+190.3% | $3,849+118.3% | $3,952+112.6% |
| Admin fee / account holder | $103 | $4,997-97.9% | $6,181-98.3% | $6,260-98.4% |