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 BARNEY5+ years Filed as: SALMON SMITH BARNEY Service code 21 · EIN 13-2919773 | Bank Trustee | $69,726 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,400 | $52,293-53.3% | $178,490-86.3% | $73,409-66.8% |
| Participation rate | 76.9% | 65.3%+11.6pp | 81.9%-5.0pp | 72.2%+4.7pp |
| Annual return | 0.88% | 34.75%-33.9pp | 151.07%-150.2pp | 59.29%-58.4pp |
| Employer contribution / active EE | $1,019 | $1,735-41.3% | $5,011-79.7% | $2,234-54.4% |
| Participant deferral / active EE | $850 | $2,332-63.6% | $5,202-83.7% | $3,805-77.7% |
| Admin fee / account holder | $127 | $127-0.1% | $13,984-99.1% | $158-19.4% |