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 6-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 26 · EIN 20-8764829 | Advisory (Participants) | $9,931 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$2,800 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,987 | $84,784-81.1% | $98,439-83.8% | $74,419-78.5% |
| Participation rate | 95.1% | 81.5%+13.6pp | 75.2%+20.0pp | 70.7%+24.4pp |
| Annual return | 17.04% | 20.59%-3.6pp | 21.16%-4.1pp | 34.38%-17.3pp |
| Employer contribution / active EE | $2,950 | $3,364-12.3% | $3,048-3.2% | $2,637+11.8% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,528-100.0% |
| Admin fee / account holder | $26 | $204-87.5% | $8,948-99.7% | $348-92.6% |