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: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $46,424 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Fees | $45,475 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 15 · EIN 84-0467907 | Recordkeeping | $9,206 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,405 | $99,078+69.0% | $96,544+73.4% | $74,419+125.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 23.85% | 22.48%+1.4pp | 25.84%-2.0pp | 34.38%-10.5pp |
| Employer contribution / active EE | $5,915 | $2,570+130.1% | $2,965+99.5% | $2,637+124.3% |
| Participant deferral / active EE | $5,281 | $4,933+7.1% | $4,851+8.9% | $4,528+16.6% |
| Admin fee / account holder | $236 | $225+5.2% | $8,252-97.1% | $348-32.1% |