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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $32,351 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,247 |
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 | $199,057 | $65,390+204.4% | $169,368+17.5% | $71,457+178.6% |
| Participation rate | 98.4% | 67.0%+31.4pp | 77.1%+21.3pp | 67.9%+30.5pp |
| Annual return | 25.80% | 21.31%+4.5pp | 405.60%-379.8pp | 28.85%-3.0pp |
| Employer contribution / active EE | $6,679 | $2,079+221.3% | $4,013+66.5% | $2,588+158.1% |
| Participant deferral / active EE | $23,104 | $4,367+429.0% | $6,221+271.4% | $4,289+438.7% |
| Admin fee / account holder | $296 | $1,324-77.7% | $9,003-96.7% | $1,587-81.4% |