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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $75,174 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$31,498 |
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 | $104,879 | $78,781+33.1% | $100,516+4.3% | $73,409+42.9% |
| Participation rate | 97.5% | 80.0%+17.5pp | 79.4%+18.1pp | 72.2%+25.3pp |
| Annual return | 17.57% | 31.69%-14.1pp | 30.89%-13.3pp | 59.29%-41.7pp |
| Employer contribution / active EE | $2,185 | $2,420-9.7% | $3,418-36.1% | $2,234-2.2% |
| Participant deferral / active EE | $8,455 | $6,537+29.3% | $6,270+34.9% | $3,805+122.2% |
| Admin fee / account holder | $53 | $145-63.3% | $8,081-99.3% | $158-66.2% |