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 6-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 BARNEY4+ years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2919773 | Advisory (Plan) | $77,078 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,867 | $73,102-34.5% | $123,544-61.3% | $56,287-15.0% |
| Participation rate | 94.8% | 74.3%+20.5pp | 82.3%+12.5pp | 69.9%+25.0pp |
| Annual return | -0.82% | 3.01%-3.8pp | 119.20%-120.0pp | -9.96%+9.1pp |
| Employer contribution / active EE | $2,591 | $2,977-13.0% | $4,628-44.0% | $2,111+22.7% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $242 | $554-56.2% | $9,284-97.4% | $521-53.5% |