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 DOMESTIC HOLDINGS Service code 27 · EIN 20-8764829 | Advisory (Plan) | $55,636 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $21,998 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$122,228 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,723 | $64,612+49.7% | $86,436+11.9% | $64,808+49.2% |
| Participation rate | 85.9% | 81.5%+4.4pp | 80.3%+5.6pp | 71.5%+14.4pp |
| Annual return | -9.44% | 0.66%-10.1pp | 4394.89%-4404.3pp | 32.82%-42.3pp |
| Employer contribution / active EE | $1,930 | $2,744-29.7% | $3,769-48.8% | $2,506-23.0% |
| Participant deferral / active EE | $8,754 | $7,497+16.8% | $6,952+25.9% | $4,310+103.1% |
| Admin fee / account holder | -$42 | $169-125.1% | $6,731-100.6% | $188-122.6% |