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 |
|---|---|---|
RETIREMENT HORIZONS INC.1+ years Service code 11 · EIN 76-0551734 | Actuarial | $58,225 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $48,075 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY ADVISORS FUNDS Service code 15 · EIN 36-3145972 | Recordkeeping | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY BANK N.A. Service code 33 · EIN 36-3707380 | Other commissions; Other services; Se... | $0 |
See 1 actuary disclosure. $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.
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 | $0 | $42,192-100.0% | $252,559-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 50.9%-50.9pp | 15.7%-15.7pp |
| Annual return | -3.88% | -1.30%-2.6pp | -1.68%-2.2pp | -7.14%+3.3pp |
| Employer contribution / active EE | $22,920 | $17,978+27.5% | $44,959-49.0% | $14,613+56.8% |
| Participant deferral / active EE | $0 | $0 | $330-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,033-100.0% | $12,994-100.0% | $1,191-100.0% |