See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY11+ years Service code 27 HARBORSIDE FINANCIAL CENTER · JERSEY CITY, NJ 07311 | Advisory (Plan) | $45,907 |
FID INV INST OPS CO3 years Service code 37 · EIN 04-2647786 | Loan Processing | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,269 | $109,881+63.1% | $150,045+19.5% | $84,808+111.4% |
| Participation rate | 88.3% | 76.1%+12.2pp | 82.3%+6.0pp | 68.3%+20.0pp |
| Annual return | 15.26% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $5,764 | $3,561+61.9% | $4,693+22.8% | $2,631+119.1% |
| Participant deferral / active EE | $13,751 | $6,636+107.2% | $7,997+71.9% | $4,212+226.5% |
| Admin fee / account holder | $3 | $8,568-100.0% | $13,435-100.0% | $7,344-100.0% |