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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 BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $50,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $18,034 |
PENSION ASSURANCE LLP6 years Service code 10 · EIN 30-0840934 | Accounting | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $99,224 | $50,815+95.3% | $155,509-36.2% | $77,643+27.8% |
| Participation rate | 66.5% | 63.1%+3.4pp | 78.2%-11.7pp | 70.6%-4.1pp |
| Annual return | 19.30% | 34.80%-15.5pp | 64.67%-45.4pp | 31.24%-11.9pp |
| Employer contribution / active EE | $2,227 | $1,993+11.7% | $4,672-52.3% | $2,726-18.3% |
| Participant deferral / active EE | $3,712 | $2,822+31.5% | $5,626-34.0% | $4,647-20.1% |
| Admin fee / account holder | $149 | $437-65.8% | $15,912-99.1% | $430-65.3% |