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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.
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 17 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Pension Consulting | $27,104 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $26,824 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $9,077 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $216,544 | $61,156+254.1% | $185,823+16.5% | $79,386+172.8% |
| Participation rate | 91.9% | 66.6%+25.2pp | 81.7%+10.2pp | 70.7%+21.1pp |
| Annual return | 11.90% | 19.45%-7.6pp | 122.05%-110.2pp | 116.85%-105.0pp |
| Employer contribution / active EE | $9,986 | $2,321+330.4% | $5,167+93.3% | $2,427+311.4% |
| Participant deferral / active EE | $7,490 | $2,789+168.6% | $5,568+34.5% | $4,046+85.1% |
| Admin fee / account holder | $192 | $710-72.9% | $16,237-98.8% | $626-69.3% |