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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $36,897 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,325 |
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 | $71,753 | $102,553-30.0% | $151,611-52.7% | $66,914+7.2% |
| Participation rate | 97.5% | 85.5%+12.0pp | 87.5%+10.0pp | 69.8%+27.7pp |
| Annual return | -13.77% | -10.82%-2.9pp | 3.33%-17.1pp | 1.58%-15.3pp |
| Employer contribution / active EE | $1,901 | $4,180-54.5% | $6,166-69.2% | $2,544-25.3% |
| Participant deferral / active EE | $5,058 | $6,641-23.8% | $8,363-39.5% | $4,237+19.4% |
| Admin fee / account holder | $5 | $630-99.2% | $11,616-100.0% | $593-99.2% |