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 BARNEY8+ years Service code 55 · EIN 26-4310632 | Other Commissions | $28,948 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,196 |
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 | $71,467 | $55,415+29.0% | $155,509-54.0% | $74,495-4.1% |
| Participation rate | 90.5% | 61.9%+28.6pp | 78.2%+12.3pp | 67.2%+23.3pp |
| Annual return | 16.06% | 268.50%-252.4pp | 64.67%-48.6pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $2,918 | $2,267+28.7% | $4,672-37.5% | $2,623+11.3% |
| Participant deferral / active EE | $4,810 | $2,836+69.6% | $5,626-14.5% | $4,346+10.7% |
| Admin fee / account holder | $27 | $1,738-98.5% | $15,912-99.8% | $1,942-98.6% |