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 BARNEY5 years Service code 55 · EIN 26-4310632 | Other Commissions | $54,610 |
Service code 37 · EIN 04-2647786 | Loan Processing | $956 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,489 | $101,317+18.9% | $146,958-18.0% | $74,495+61.7% |
| Participation rate | 96.4% | 75.5%+20.8pp | 82.2%+14.2pp | 67.2%+29.2pp |
| Annual return | 14.04% | 8730.91%-8716.9pp | 418.34%-404.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $3,465 | $3,810-9.0% | $4,933-29.7% | $2,623+32.1% |
| Participant deferral / active EE | $10,555 | $7,303+44.5% | $8,070+30.8% | $4,346+142.9% |
| Admin fee / account holder | $5 | $1,739-99.7% | $12,998-100.0% | $1,942-99.8% |