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 BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $16,386 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,558 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,051 | $65,435-26.6% | $86,677-44.6% | $66,914-28.2% |
| Participation rate | 66.3% | 75.5%-9.2pp | 76.6%-10.3pp | 69.8%-3.6pp |
| Annual return | -17.53% | -10.89%-6.6pp | 35.91%-53.4pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,018 | $2,153-52.7% | $2,836-64.1% | $2,544-60.0% |
| Participant deferral / active EE | $3,202 | $4,100-21.9% | $4,656-31.2% | $4,237-24.4% |
| Admin fee / account holder | $218 | $642-66.0% | $7,493-97.1% | $593-63.3% |