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 BARNEY5+ years Filed as: MORGAN STANLEY DW INC Service code 49 · EIN 94-1671384 | Other Services | $26,936 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,278 |
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 | $32,383 | $52,953-38.8% | $172,739-81.3% | $65,185-50.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 18.23% | 30.12%-11.9pp | 802.84%-784.6pp | 29.38%-11.2pp |
| Employer contribution / active EE | $1,872 | $2,190-14.5% | $5,143-63.6% | $2,177-14.0% |
| Participant deferral / active EE | $2,072 | $2,471-16.2% | $5,198-60.1% | $3,514-41.0% |
| Admin fee / account holder | $102 | $472-78.4% | $13,954-99.3% | $847-88.0% |