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 15 · EIN 26-4310632 | Recordkeeping | $61,430 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $24,218 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,312 | $101,523-17.0% | $141,162-40.3% | $77,787+8.4% |
| Participation rate | 88.2% | 77.4%+10.8pp | 82.5%+5.7pp | 73.2%+15.0pp |
| Annual return | 24.53% | 56.22%-31.7pp | 71.39%-46.9pp | 32.57%-8.0pp |
| Employer contribution / active EE | $3 | $3,341-99.9% | $4,735-99.9% | $2,504-99.9% |
| Participant deferral / active EE | $7,503 | $6,434+16.6% | $6,709+11.8% | $3,967+89.1% |
| Admin fee / account holder | $37 | $92-60.0% | $10,261-99.6% | $100-63.4% |