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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $50,711 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,327 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,238 | $58,101+20.9% | $118,925-40.9% | $73,409-4.3% |
| Participation rate | 89.0% | 56.1%+32.9pp | 75.4%+13.6pp | 72.2%+16.8pp |
| Annual return | 16.80% | 20.56%-3.8pp | 35.88%-19.1pp | 59.29%-42.5pp |
| Employer contribution / active EE | $3,172 | $1,445+119.5% | $3,263-2.8% | $2,234+42.0% |
| Participant deferral / active EE | $7,302 | $2,400+204.3% | $4,265+71.2% | $3,805+91.9% |
| Admin fee / account holder | $162 | $138+17.2% | $6,581-97.5% | $158+2.5% |