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 BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $97,063 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $375,767 | $71,050+428.9% | $93,606+301.4% | $80,856+364.7% |
| Participation rate | 69.0% | 60.4%+8.6pp | 68.7%+0.3pp | 67.6%+1.4pp |
| Annual return | 21.27% | 11.26%+10.0pp | 133.20%-111.9pp | 35.59%-14.3pp |
| Employer contribution / active EE | $7,202 | $1,564+360.6% | $2,420+197.6% | $2,755+161.4% |
| Participant deferral / active EE | $9,459 | $4,034+134.5% | $4,411+114.4% | $4,296+120.2% |
| Admin fee / account holder | $1,122 | $6,945-83.8% | $8,285-86.5% | $6,918-83.8% |