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 64 · EIN 71-0294708 | Recordkeeping Fees | $52,998 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 284 BELLEVUE AVENUE · NEWPORT, RI 02840 | Other Services | $23,705 |
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 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 | $31,458 | $74,024-57.5% | $77,999-59.7% | $57,658-45.4% |
| Participation rate | 64.7% | 79.7%-15.0pp | 75.5%-10.8pp | 70.2%-5.5pp |
| Annual return | 6.49% | 12.14%-5.7pp | 425.96%-419.5pp | 5.13%+1.4pp |
| Employer contribution / active EE | $0 | $2,365-100.0% | $2,470-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,059 | $3,533-41.7% | $3,497-41.1% | $3,061-32.7% |
| Admin fee / account holder | $160 | $93+71.3% | $5,480-97.1% | $95+68.9% |