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 Service code 26 · EIN 26-4310632 | Advisory (Participants) | $52,249 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,957 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,959 | $48,471+23.7% | $182,532-67.2% | $67,579-11.3% |
| Participation rate | 97.3% | 67.2%+30.1pp | 78.0%+19.3pp | 71.3%+26.0pp |
| Annual return | 28.23% | 31.08%-2.9pp | 148.54%-120.3pp | 378.56%-350.3pp |
| Employer contribution / active EE | $1,865 | $1,461+27.7% | $4,076-54.2% | $2,148-13.2% |
| Participant deferral / active EE | $11,068 | $3,324+232.9% | $5,524+100.4% | $3,539+212.7% |
| Admin fee / account holder | $36 | $151-76.1% | $8,592-99.6% | $142-74.6% |