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 BARNEY3+ years Filed as: SALMON SMITH BARNEY Service code 21 · EIN 13-2919773 | Bank Trustee | $78,666 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,742 | $37,196-33.5% | $154,107-83.9% | $55,725-55.6% |
| Participation rate | 72.4% | 64.1%+8.3pp | 83.0%-10.6pp | 70.9%+1.5pp |
| Annual return | 6.73% | 1319.68%-1313.0pp | 735.12%-728.4pp | 244.93%-238.2pp |
| Employer contribution / active EE | $1,661 | $1,614+2.9% | $5,298-68.6% | $2,078-20.1% |
| Participant deferral / active EE | $793 | $2,068-61.7% | $5,081-84.4% | $3,356-76.4% |
| Admin fee / account holder | $148 | $102+45.6% | $13,411-98.9% | $115+28.4% |