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 BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $83,055 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,856 |
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 | $110,198 | $56,638+94.6% | $169,368-34.9% | $74,419+48.1% |
| Participation rate | 95.1% | 67.5%+27.6pp | 77.1%+18.0pp | 70.7%+24.4pp |
| Annual return | 21.04% | 24.75%-3.7pp | 405.60%-384.6pp | 34.38%-13.3pp |
| Employer contribution / active EE | $4,424 | $2,027+118.3% | $4,013+10.2% | $2,637+67.7% |
| Participant deferral / active EE | $13,383 | $4,223+216.9% | $6,221+115.1% | $4,528+195.6% |
| Admin fee / account holder | $277 | $307-9.6% | $9,003-96.9% | $348-20.3% |