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 GLOBAL BANKING Service code 26 · EIN 26-4310632 | Advisory (Participants) | $6,750 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,618 | $47,456-58.7% | $172,739-88.6% | $77,787-74.8% |
| Participation rate | 25.4% | 66.3%-40.8pp | 82.6%-57.2pp | 73.2%-47.8pp |
| Annual return | 10.83% | 35.57%-24.7pp | 802.84%-792.0pp | 32.57%-21.7pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $745 | $2,560-70.9% | $5,198-85.7% | $3,967-81.2% |
| Admin fee / account holder | $38 | $81-53.1% | $13,954-99.7% | $100-62.1% |