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 BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $73,010 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$30,250 |
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 | $87,622 | $69,231+26.6% | $91,989-4.7% | $67,579+29.7% |
| Participation rate | 96.9% | 78.9%+18.0pp | 78.6%+18.2pp | 71.3%+25.6pp |
| Annual return | 25.61% | 32.03%-6.4pp | 69.02%-43.4pp | 378.56%-352.9pp |
| Employer contribution / active EE | $2,162 | $2,284-5.3% | $3,452-37.4% | $2,148+0.7% |
| Participant deferral / active EE | $8,021 | $5,854+37.0% | $5,923+35.4% | $3,539+126.6% |
| Admin fee / account holder | $53 | $107-50.8% | $7,743-99.3% | $142-62.9% |