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 BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $48,695 |
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 | $75,051 | $130,194-42.4% | $169,993-55.9% | $71,457+5.0% |
| Participation rate | 96.1% | 86.1%+9.9pp | 87.0%+9.1pp | 67.9%+28.1pp |
| Annual return | 15.07% | 20.37%-5.3pp | 53.37%-38.3pp | 28.85%-13.8pp |
| Employer contribution / active EE | $2,035 | $4,381-53.5% | $6,785-70.0% | $2,588-21.3% |
| Participant deferral / active EE | $4,417 | $6,923-36.2% | $10,408-57.6% | $4,289+3.0% |
| Admin fee / account holder | $6 | $966-99.4% | $12,815-100.0% | $1,587-99.6% |