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 BARNEY9 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $38,546 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $21,209 |
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 | $56,527 | $98,727-42.7% | $113,168-50.1% | $85,563-33.9% |
| Participation rate | 82.7% | 80.8%+1.9pp | 76.6%+6.2pp | 66.0%+16.8pp |
| Annual return | 16.69% | 17.43%-0.7pp | 24.27%-7.6pp | 31.51%-14.8pp |
| Employer contribution / active EE | $1,751 | $2,907-39.8% | $2,975-41.1% | $2,654-34.0% |
| Participant deferral / active EE | $5,170 | $5,424-4.7% | $5,107+1.2% | $4,375+18.2% |
| Admin fee / account holder | $182 | $357-48.9% | $12,068-98.5% | $834-78.2% |