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 Service code 27 · EIN 26-4310632 | Advisory (Plan) | $24,414 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,704 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,606 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,480 | $65,376+36.9% | $87,100+2.7% | $65,185+37.3% |
| Participation rate | 98.7% | 75.3%+23.3pp | 76.9%+21.8pp | 70.2%+28.5pp |
| Annual return | 39.50% | 31.27%+8.2pp | 28.19%+11.3pp | 29.38%+10.1pp |
| Employer contribution / active EE | $2,697 | $1,822+48.0% | $2,521+7.0% | $2,177+23.9% |
| Participant deferral / active EE | $6,438 | $3,388+90.0% | $4,049+59.0% | $3,514+83.2% |
| Admin fee / account holder | $164 | $520-68.5% | $7,497-97.8% | $847-80.7% |