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: GRAYSTONE CONSULTING MIDDLETON Service code 27 · EIN 26-4310632 | Advisory (Plan) | $27,238 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,706 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
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 | $62,846 | $52,639+19.4% | $185,117-66.1% | $62,292+0.9% |
| Participation rate | 96.2% | 63.9%+32.3pp | 77.3%+18.9pp | 69.5%+26.7pp |
| Annual return | 17.08% | 19.57%-2.5pp | 40.50%-23.4pp | 28.90%-11.8pp |
| Employer contribution / active EE | $1,247 | $1,483-15.9% | $4,182-70.2% | $2,042-39.0% |
| Participant deferral / active EE | $4,512 | $3,097+45.7% | $5,045-10.6% | $3,169+42.4% |
| Admin fee / account holder | $139 | $374-62.9% | $8,159-98.3% | $479-71.1% |