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 |
|---|---|---|
Filed as: MORGANSTANLEYSMITHBARNEYLLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $13,163 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$4,085 |
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 | $18,462 | $92,055-79.9% | $106,213-82.6% | $77,643-76.2% |
| Participation rate | 83.9% | 81.0%+2.8pp | 75.3%+8.6pp | 70.6%+13.3pp |
| Annual return | 13.94% | 17.91%-4.0pp | 116.14%-102.2pp | 31.24%-17.3pp |
| Employer contribution / active EE | $2,608 | $3,367-22.5% | $3,171-17.8% | $2,726-4.3% |
| Participant deferral / active EE | $0 | $5,386-100.0% | $5,016-100.0% | $4,647-100.0% |
| Admin fee / account holder | $31 | $219-86.0% | $11,033-99.7% | $430-92.9% |