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 Filed as: SALMON SMITH BARNEY Service code 21 · EIN 13-2919773 | Bank Trustee | $82,209 |
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 | $23,572 | $46,173-48.9% | $170,442-86.2% | $69,631-66.1% |
| Participation rate | 71.5% | 63.9%+7.6pp | 83.6%-12.1pp | 70.7%+0.8pp |
| Annual return | 8.77% | 21.62%-12.9pp | 205.93%-197.2pp | 27571.02%-27562.3pp |
| Employer contribution / active EE | $1,572 | $1,610-2.4% | $5,433-71.1% | $2,032-22.7% |
| Participant deferral / active EE | $742 | $2,080-64.3% | $4,939-85.0% | $3,224-77.0% |
| Admin fee / account holder | $159 | $116+37.1% | $13,880-98.9% | $110+43.9% |