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 8-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 |
|---|---|---|
Filed as: MORGANSTANLEYSMITHBARNEYLLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $45,000 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,848 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$103,493 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,340 | $92,055+179.6% | $106,213+142.3% | $77,643+231.4% |
| Participation rate | 95.1% | 81.0%+14.1pp | 75.3%+19.9pp | 70.6%+24.6pp |
| Annual return | 14.29% | 17.91%-3.6pp | 116.14%-101.8pp | 31.24%-16.9pp |
| Employer contribution / active EE | $6,039 | $3,367+79.3% | $3,171+90.4% | $2,726+121.5% |
| Participant deferral / active EE | $11,175 | $5,386+107.5% | $5,016+122.8% | $4,647+140.5% |
| Admin fee / account holder | -$51 | $219-123.5% | $11,033-100.5% | $430-112.0% |