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 BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $35,928 |
Filed as: MORGAN STANLEY Service code 27 1300 THAMES STREET · BALTIMORE, MA 212319907 | Advisory (Plan) | $10,758 |
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 13 · EIN 03-0271340 600 BLAIR PARK ROAD · WILLISTON, VT 05495 | Contract Administrator | $1,195 |
Filed as: PUTNAM INVESTMENTS Service code 64 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,499 | $59,584+11.6% | $86,874-23.5% | $79,386-16.2% |
| Participation rate | 93.7% | 67.7%+26.0pp | 71.6%+22.0pp | 70.7%+23.0pp |
| Annual return | 12.84% | 23.15%-10.3pp | 63.52%-50.7pp | 116.85%-104.0pp |
| Employer contribution / active EE | $3,241 | $1,768+83.4% | $2,495+29.9% | $2,427+33.5% |
| Participant deferral / active EE | $4,333 | $3,036+42.7% | $3,699+17.1% | $4,046+7.1% |
| Admin fee / account holder | $143 | $604-76.4% | $5,828-97.5% | $626-77.2% |