See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $94,254 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$225,444 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,326 | $89,808+45.1% | $100,391+29.8% | $77,643+67.9% |
| Participation rate | 97.9% | 81.2%+16.7pp | 81.5%+16.4pp | 70.6%+27.4pp |
| Annual return | 13.86% | 20.62%-6.8pp | 49.20%-35.3pp | 31.24%-17.4pp |
| Employer contribution / active EE | $2,388 | $3,039-21.4% | $3,942-39.4% | $2,726-12.4% |
| Participant deferral / active EE | $11,112 | $8,284+34.1% | $8,082+37.5% | $4,647+139.1% |
| Admin fee / account holder | -$120 | $174-169.0% | $7,899-101.5% | $430-128.0% |