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 84-1532243 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $66,762 |
Service code 26 · EIN 84-0467907 | Advisory (Participants) | $6,243 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,012 | $73,404+89.4% | $87,100+59.6% | $67,579+105.7% |
| Participation rate | 99.7% | 80.9%+18.8pp | 76.9%+22.8pp | 71.3%+28.4pp |
| Annual return | 23.71% | 48.29%-24.6pp | 28.19%-4.5pp | 378.56%-354.8pp |
| Employer contribution / active EE | $5,499 | $2,014+173.1% | $2,521+118.1% | $2,148+156.0% |
| Participant deferral / active EE | $4,764 | $3,913+21.8% | $4,049+17.7% | $3,539+34.6% |
| Admin fee / account holder | $191 | $142+34.6% | $7,497-97.5% | $142+34.0% |