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) | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$40,392 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,080 | $100,801-23.5% | $149,696-48.5% | $73,409+5.0% |
| Participation rate | 92.7% | 77.7%+15.0pp | 82.5%+10.2pp | 72.2%+20.5pp |
| Annual return | 23.18% | 265.34%-242.2pp | 276.60%-253.4pp | 59.29%-36.1pp |
| Employer contribution / active EE | $1,541 | $3,312-53.5% | $4,644-66.8% | $2,234-31.0% |
| Participant deferral / active EE | $7,890 | $6,404+23.2% | $6,842+15.3% | $3,805+107.3% |
| Admin fee / account holder | -$21 | $181-111.6% | $9,309-100.2% | $158-113.3% |