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 SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $19,000 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $59,725 | $71,192-16.1% | $117,854-49.3% | $62,292-4.1% |
| Participation rate | 81.9% | 74.2%+7.7pp | 79.7%+2.2pp | 69.5%+12.4pp |
| Annual return | 15.05% | 18.66%-3.6pp | 335.08%-320.0pp | 28.90%-13.8pp |
| Employer contribution / active EE | $1,432 | $1,934-26.0% | $3,786-62.2% | $2,042-29.9% |
| Participant deferral / active EE | $5,582 | $3,189+75.0% | $4,482+24.5% | $3,169+76.1% |
| Admin fee / account holder | $109 | $587-81.4% | $8,020-98.6% | $479-77.2% |