Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
Filed as: MORGANSTANLEYSMITHBARNEYLLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $81,864 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$67,531 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,135 | $101,499+8.5% | $147,005-25.1% | $74,546+47.7% |
| Participation rate | 97.0% | 75.5%+21.5pp | 82.2%+14.8pp | 67.2%+29.8pp |
| Annual return | 13.91% | 8732.34%-8718.4pp | 418.76%-404.9pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $8,860 | $3,811+132.5% | $4,934+79.6% | $2,624+237.6% |
| Participant deferral / active EE | $19,288 | $7,304+164.1% | $8,070+139.0% | $4,347+343.7% |
| Admin fee / account holder | $317 | $1,748-81.9% | $13,006-97.6% | $1,944-83.7% |