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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $22,026 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $21,154 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $8,298 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,481 | $54,573+18.2% | $90,951-29.1% | $73,488-12.3% |
| Participation rate | 69.4% | 61.2%+8.3pp | 69.0%+0.4pp | 70.7%-1.2pp |
| Annual return | 18.07% | 16.69%+1.4pp | 134.60%-116.5pp | 28.51%-10.4pp |
| Employer contribution / active EE | $2,744 | $991+176.8% | $2,122+29.3% | $2,270+20.9% |
| Participant deferral / active EE | $6,650 | $2,517+164.2% | $3,373+97.2% | $3,740+77.8% |
| Admin fee / account holder | $299 | $521-42.6% | $5,959-95.0% | $513-41.7% |