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 BARNEY9+ years Service code 55 · EIN 26-4310632 | Other Commissions | $35,586 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,846 |
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 | $74,825 | $49,915+49.9% | $154,803-51.7% | $74,304+0.7% |
| Participation rate | 84.2% | 54.0%+30.2pp | 78.1%+6.1pp | 60.3%+23.8pp |
| Annual return | 6.30% | 34.06%-27.8pp | 58.88%-52.6pp | 29.43%-23.1pp |
| Employer contribution / active EE | $1,495 | $1,611-7.2% | $4,305-65.3% | $2,241-33.3% |
| Participant deferral / active EE | $4,046 | $2,255+79.4% | $5,540-27.0% | $3,767+7.4% |
| Admin fee / account holder | $24 | $2,189-98.9% | $14,329-99.8% | $2,969-99.2% |