See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Service code 55 · EIN 26-4310632 | Other Commissions | $26,423 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,934 |
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 | $58,439 | $61,272-4.6% | $149,673-61.0% | $71,457-18.2% |
| Participation rate | 88.4% | 62.5%+25.9pp | 78.8%+9.6pp | 67.9%+20.5pp |
| Annual return | -6.39% | 35.85%-42.2pp | 134.42%-140.8pp | 28.85%-35.2pp |
| Employer contribution / active EE | $1,385 | $2,378-41.8% | $4,818-71.2% | $2,588-46.5% |
| Participant deferral / active EE | $4,017 | $2,917+37.7% | $5,680-29.3% | $4,289-6.3% |
| Admin fee / account holder | $20 | $1,261-98.4% | $13,210-99.8% | $1,587-98.7% |