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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $132,557 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $69,871 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,000 | $53,136-11.5% | $155,509-69.8% | $199,593-76.5% |
| Participation rate | 61.1% | 64.1%-2.9pp | 78.2%-17.0pp | 72.0%-10.8pp |
| Annual return | 14.46% | 41.15%-26.7pp | 64.67%-50.2pp | 34.25%-19.8pp |
| Employer contribution / active EE | $1,333 | $1,851-28.0% | $4,672-71.5% | $3,034-56.1% |
| Participant deferral / active EE | $2,601 | $3,161-17.7% | $5,626-53.8% | $5,087-48.9% |
| Admin fee / account holder | $176 | $185-4.9% | $15,912-98.9% | $269-34.4% |