See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 16 · EIN 20-8764829 | Consulting | $61,485 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,557 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,212 | $131,799-23.2% | $200,582-49.5% | $85,563+18.3% |
| Participation rate | 97.6% | 87.9%+9.6pp | 86.9%+10.7pp | 66.0%+31.6pp |
| Annual return | 16.19% | 21.59%-5.4pp | 42.33%-26.1pp | 31.51%-15.3pp |
| Employer contribution / active EE | $2,887 | $4,532-36.3% | $6,419-55.0% | $2,654+8.8% |
| Participant deferral / active EE | $6,494 | $7,702-15.7% | $9,331-30.4% | $4,375+48.4% |
| Admin fee / account holder | $119 | $235-49.4% | $16,305-99.3% | $834-85.8% |