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 BARNEY8+ years Filed as: MORGAN STANLEY DW INC Service code 49 | Other Services | $28,972 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA SERVICES INC Service code 14 6830 COMMERCE CT DR · BLACKLICK, OH 43004 | Plan Administrator | $10,436 |
MORGAN STANLEY SMITH BARNEY3 years Service code 49 1 NEW YORK PLAZ 12TH FL · NEW YORK, NY 10004 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,508 | $46,292-34.1% | $143,757-78.8% | $64,808-52.9% |
| Participation rate | 71.5% | 64.2%+7.3pp | 80.3%-8.8pp | 71.5%+0.1pp |
| Annual return | -11.25% | -10.05%-1.2pp | -0.04%-11.2pp | 32.82%-44.1pp |
| Employer contribution / active EE | $1,561 | $1,910-18.3% | $4,951-68.5% | $2,506-37.7% |
| Participant deferral / active EE | $1,629 | $2,646-38.4% | $5,637-71.1% | $4,310-62.2% |
| Admin fee / account holder | $15 | $154-90.4% | $14,673-99.9% | $188-92.1% |