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 BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 755 EAST MULBERRY, SUITE 300 · SAN ANTONIO, TX 78212 | Recordkeeping | $44,232 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,817 | $55,516-46.3% | $75,781-60.7% | $59,188-49.6% |
| Participation rate | 97.8% | 73.6%+24.1pp | 75.8%+21.9pp | 69.4%+28.3pp |
| Annual return | 16.59% | -1.89%+18.5pp | 9.68%+6.9pp | 5.51%+11.1pp |
| Employer contribution / active EE | $1,059 | $2,604-59.3% | $3,323-68.1% | $2,098-49.5% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,651-100.0% | $3,265-100.0% |
| Admin fee / account holder | $3 | $110-97.1% | $5,299-99.9% | $92-96.6% |