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 BARNEY1+ years Service code 26 · EIN 26-4310632 | Advisory (Participants) | $104,526 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$30,651 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,689 | $37,213+87.3% | $156,549-55.5% | $63,975+8.9% |
| Participation rate | 80.4% | 65.0%+15.4pp | 84.0%-3.6pp | 71.1%+9.3pp |
| Annual return | 12.86% | 47.89%-35.0pp | 32.23%-19.4pp | 48.65%-35.8pp |
| Employer contribution / active EE | $2,695 | $1,357+98.6% | $5,501-51.0% | $2,182+23.5% |
| Participant deferral / active EE | $6,904 | $2,070+233.5% | $4,871+41.7% | $3,356+105.7% |
| Admin fee / account holder | $32 | $56-43.1% | $13,027-99.8% | $70-54.5% |