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 BARNEY5 years Service code 27 1300 THAMES ST · BALTIMORE, MD 21231 | Advisory (Plan) | $22,895 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $20,085 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,560 | $65,061-51.5% | $143,757-78.0% | $66,914-52.8% |
| Participation rate | 68.5% | 65.2%+3.3pp | 80.3%-11.8pp | 69.8%-1.3pp |
| Annual return | -14.89% | -11.14%-3.7pp | -0.04%-14.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,181 | $2,361-50.0% | $4,951-76.1% | $2,544-53.6% |
| Participant deferral / active EE | $2,772 | $2,919-5.0% | $5,637-50.8% | $4,237-34.6% |
| Admin fee / account holder | $197 | $502-60.8% | $14,673-98.7% | $593-66.8% |