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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 111 NORTH WASHINGTON AVE, SUITE 201 · SCRANTON, PA 18503 | Advisory (Plan) | $35,671 |
Participant contribution per participant 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 | $29,512 | $43,423-32.0% | $78,689-62.5% | $55,167-46.5% |
| Participation rate | 97.4% | 68.0%+29.3pp | 73.6%+23.8pp | 69.0%+28.4pp |
| Annual return | 6.55% | 11.53%-5.0pp | 62.18%-55.6pp | 169.23%-162.7pp |
| Employer contribution / active EE | $2,242 | $1,997+12.3% | $2,851-21.3% | $1,963+14.3% |
| Participant deferral / active EE | $174 | $2,509-93.1% | $3,517-95.1% | $3,054-94.3% |
| Admin fee / account holder | $279 | $416-33.0% | $4,510-93.8% | $504-44.7% |