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 BARNEY3 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $20,731 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,954 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $7,035 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,357 |
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 | $103,286 | $73,638+40.3% | $95,952+7.6% | $73,488+40.5% |
| Participation rate | 99.3% | 76.2%+23.1pp | 77.1%+22.2pp | 70.7%+28.6pp |
| Annual return | 15.75% | 16.78%-1.0pp | 91.61%-75.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $3,374 | $1,863+81.1% | $2,541+32.8% | $2,270+48.6% |
| Participant deferral / active EE | $8,164 | $3,617+125.7% | $4,167+95.9% | $3,740+118.3% |
| Admin fee / account holder | $253 | $482-47.4% | $6,795-96.3% | $513-50.6% |