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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.
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 04-2647786 | Advisory (Plan) | $17,103 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,096 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,045 | $54,320+3.2% | $67,652-17.2% | $52,331+7.1% |
| Participation rate | 37.6% | 73.6%-36.0pp | 75.7%-38.1pp | 68.1%-30.5pp |
| Annual return | -0.28% | 6.81%-7.1pp | 6625.04%-6625.3pp | 4.54%-4.8pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,993 | $2,950+1.5% | $3,560-15.9% | $3,022-1.0% |
| Admin fee / account holder | $268 | $527-49.0% | $4,821-94.4% | $592-54.6% |