See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $33,843 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $23,953 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,677 | $84,487-55.4% | $125,339-69.9% | $66,914-43.7% |
| Participation rate | 64.9% | 76.4%-11.5pp | 82.4%-17.5pp | 69.8%-4.9pp |
| Annual return | -15.49% | -8.39%-7.1pp | 572.05%-587.5pp | 1.58%-17.1pp |
| Employer contribution / active EE | $2,011 | $3,553-43.4% | $4,814-58.2% | $2,544-21.0% |
| Participant deferral / active EE | $4,768 | $6,781-29.7% | $7,446-36.0% | $4,237+12.5% |
| Admin fee / account holder | $252 | $685-63.2% | $10,010-97.5% | $593-57.5% |