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 BARNEY3 years Service code 55 · EIN 26-4310632 | Other Commissions | $43,773 |
Service code 37 · EIN 04-2647786 | Loan Processing | $419 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,371 | $84,487+16.4% | $125,339-21.5% | $66,914+47.0% |
| Participation rate | 99.2% | 76.4%+22.8pp | 82.4%+16.9pp | 69.8%+29.4pp |
| Annual return | -17.89% | -8.39%-9.5pp | 572.05%-589.9pp | 1.58%-19.5pp |
| Employer contribution / active EE | $3,432 | $3,553-3.4% | $4,814-28.7% | $2,544+34.9% |
| Participant deferral / active EE | $10,685 | $6,781+57.6% | $7,446+43.5% | $4,237+152.2% |
| Admin fee / account holder | $2 | $685-99.6% | $10,010-100.0% | $593-99.6% |