See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Service code 55 · EIN 26-4310632 | Other Commissions | $41,096 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$33,299 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,112 | $82,917-58.9% | $103,333-67.0% | $77,643-56.1% |
| Participation rate | 92.5% | 71.6%+21.0pp | 74.5%+18.0pp | 70.6%+21.9pp |
| Annual return | 12.70% | 19.13%-6.4pp | 24.88%-12.2pp | 31.24%-18.5pp |
| Employer contribution / active EE | $9,101 | $3,552+156.3% | $3,868+135.3% | $2,726+233.9% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | -$46 | $638-107.2% | $8,355-100.6% | $430-110.7% |