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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $16,965 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $900 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,796 | $27,839+39.4% | $58,482-33.7% | $71,457-45.7% |
| Participation rate | 82.7% | 34.5%+48.2pp | 50.9%+31.9pp | 67.9%+14.8pp |
| Annual return | 12.73% | 26.81%-14.1pp | 4239.32%-4226.6pp | 28.85%-16.1pp |
| Employer contribution / active EE | $369 | $631-41.4% | $1,053-64.9% | $2,588-85.7% |
| Participant deferral / active EE | $2,980 | $1,206+147.0% | $1,924+54.9% | $4,289-30.5% |
| Admin fee / account holder | $5 | $1,641-99.7% | $2,516-99.8% | $1,587-99.7% |