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 BARNEY1+ years Filed as: SALMON SMITH BARNEY Service code 21 · EIN 13-2919773 | Bank Trustee | $75,338 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,336 | $36,916-44.9% | $156,549-87.0% | $57,658-64.7% |
| Participation rate | 72.3% | 63.4%+8.8pp | 84.0%-11.8pp | 70.2%+2.0pp |
| Annual return | 6.81% | 12.38%-5.6pp | 32.23%-25.4pp | 5.13%+1.7pp |
| Employer contribution / active EE | $1,650 | $1,571+5.0% | $5,501-70.0% | $1,974-16.4% |
| Participant deferral / active EE | $656 | $1,926-65.9% | $4,871-86.5% | $3,061-78.6% |
| Admin fee / account holder | $143 | $82+73.0% | $13,027-98.9% | $95+50.9% |