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 Filed as: MORGAN STANLEY CAPITAL MANAGEMENT, Service code 27 · EIN 11-3658445 | Advisory (Plan) | $12,773 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,719 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,304 | $92,055+52.4% | $106,213+32.1% | $77,643+80.7% |
| Participation rate | 96.8% | 81.0%+15.8pp | 75.3%+21.5pp | 70.6%+26.2pp |
| Annual return | 17.79% | 17.91%-0.1pp | 116.14%-98.4pp | 31.24%-13.5pp |
| Employer contribution / active EE | $6,474 | $3,367+92.3% | $3,171+104.1% | $2,726+137.5% |
| Participant deferral / active EE | $19,244 | $5,386+257.3% | $5,016+283.7% | $4,647+314.1% |
| Admin fee / account holder | -$29 | $219-113.4% | $11,033-100.3% | $430-106.8% |