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 4-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 BARNEY4+ years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $126,779 |
HOLTHOUSE CARLIN & VAN TRIGT LLP4+ years Service code 10 · EIN 95-4345526 | Accounting | $13,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,609 |
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 | $228,030 | $98,727+131.0% | $113,168+101.5% | $85,563+166.5% |
| Participation rate | 97.2% | 80.8%+16.4pp | 76.6%+20.7pp | 66.0%+31.3pp |
| Annual return | 14.58% | 17.43%-2.8pp | 24.27%-9.7pp | 31.51%-16.9pp |
| Employer contribution / active EE | $5,911 | $2,907+103.4% | $2,975+98.7% | $2,654+122.8% |
| Participant deferral / active EE | $24,145 | $5,424+345.1% | $5,107+372.8% | $4,375+451.9% |
| Admin fee / account holder | $72 | $357-79.7% | $12,068-99.4% | $834-91.3% |