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 BARNEY3+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $20,168 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,620 |
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 | $33,833 | $55,453-39.0% | $170,442-80.1% | $62,292-45.7% |
| Participation rate | 78.6% | 66.4%+12.2pp | 83.6%-5.0pp | 69.5%+9.1pp |
| Annual return | 13.23% | 21.38%-8.1pp | 205.93%-192.7pp | 28.90%-15.7pp |
| Employer contribution / active EE | $1,543 | $2,164-28.7% | $5,433-71.6% | $2,042-24.4% |
| Participant deferral / active EE | $1,626 | $2,303-29.4% | $4,939-67.1% | $3,169-48.7% |
| Admin fee / account holder | $114 | $455-74.9% | $13,880-99.2% | $479-76.2% |