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 BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $28,221 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $22,469 |
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 | $46,446 | $88,982-47.8% | $102,438-54.7% | $77,671-40.2% |
| Participation rate | 84.6% | 80.9%+3.7pp | 76.5%+8.1pp | 70.6%+14.0pp |
| Annual return | 14.98% | 25.01%-10.0pp | 29.37%-14.4pp | 31.21%-16.2pp |
| Employer contribution / active EE | $1,527 | $2,698-43.4% | $3,024-49.5% | $2,726-44.0% |
| Participant deferral / active EE | $4,890 | $5,144-4.9% | $5,054-3.2% | $4,648+5.2% |
| Admin fee / account holder | $150 | $236-36.1% | $9,448-98.4% | $430-65.1% |