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 GLOBAL BANKING OPERA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $45,636 |
Filed as: TRANAMERICA RETIREMENT SOLUTIONS Service code 15 · EIN 13-3689044 | Recordkeeping | $21,203 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $3,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,527 | $76,050-48.0% | $96,544-59.1% | $71,457-44.7% |
| Participation rate | 99.5% | 74.4%+25.1pp | 76.0%+23.6pp | 67.9%+31.6pp |
| Annual return | 25.73% | 22.81%+2.9pp | 25.84%-0.1pp | 28.85%-3.1pp |
| Employer contribution / active EE | $3,351 | $2,244+49.3% | $2,965+13.0% | $2,588+29.5% |
| Participant deferral / active EE | $8,177 | $4,215+94.0% | $4,851+68.6% | $4,289+90.7% |
| Admin fee / account holder | $246 | $2,707-90.9% | $8,252-97.0% | $1,587-84.5% |