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 SMITH BARNEY LLC Service code 15 · EIN 20-8764829 755 EAST MULBERRY, SUITE 300 · SAN ANTONIO, TX 78212 | Recordkeeping | $43,971 |
Service code 15 · EIN 13-4238973 | Recordkeeping | $9,035 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,089 | $221,442-91.8% | $92,233-80.4% | $77,958-76.8% |
| Participation rate | 95.1% | 79.6%+15.5pp | 76.5%+18.7pp | 71.6%+23.5pp |
| Annual return | -2.10% | 15.65%-17.7pp | 176.28%-178.4pp | 20.87%-23.0pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $3,679-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $3 | $210-98.4% | $5,194-99.9% | $97-96.6% |