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 BARNEY2 years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $38,488 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,220 | $86,332-58.0% | $125,175-71.1% | $65,185-44.4% |
| Participation rate | 97.5% | 75.3%+22.1pp | 79.8%+17.7pp | 70.2%+27.3pp |
| Annual return | 3.79% | 27.43%-23.6pp | 43.79%-40.0pp | 29.38%-25.6pp |
| Employer contribution / active EE | $2,561 | $2,040+25.6% | $3,865-33.7% | $2,177+17.7% |
| Participant deferral / active EE | $0 | $3,537-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $210 | $609-65.5% | $9,702-97.8% | $847-75.2% |