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 BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $17,794 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,421 | $34,934+24.3% | $56,411-23.0% | $74,495-41.7% |
| Participation rate | 61.1% | 32.8%+28.2pp | 52.5%+8.6pp | 67.2%-6.1pp |
| Annual return | 11.46% | 25.94%-14.5pp | 1701.33%-1689.9pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $365 | $609-40.1% | $1,039-64.9% | $2,623-86.1% |
| Participant deferral / active EE | $2,911 | $1,170+148.7% | $1,952+49.1% | $4,346-33.0% |
| Admin fee / account holder | $3 | $2,364-99.9% | $2,829-99.9% | $1,942-99.8% |