See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $14,250 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $123,719 | $88,083+40.5% | $164,813-24.9% | $74,495+66.1% |
| Participation rate | 74.2% | 73.0%+1.1pp | 78.6%-4.4pp | 67.2%+7.0pp |
| Annual return | 15.28% | 17.26%-2.0pp | 69.93%-54.7pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $1,288 | $2,593-50.3% | $4,341-70.3% | $2,623-50.9% |
| Participant deferral / active EE | $6,673 | $4,498+48.4% | $6,031+10.6% | $4,346+53.5% |
| Admin fee / account holder | $98 | $2,234-95.6% | $12,690-99.2% | $1,942-95.0% |