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 9-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 64 · EIN 71-0294708 | Recordkeeping Fees | $3,002 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Services | $14 |
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 | $52,210 | $50,385+3.6% | $75,670-31.0% | $62,292-16.2% |
| Participation rate | 92.4% | 67.7%+24.7pp | 72.3%+20.0pp | 69.5%+22.9pp |
| Annual return | 25.12% | 19.90%+5.2pp | 27.34%-2.2pp | 28.90%-3.8pp |
| Employer contribution / active EE | $1,482 | $1,537-3.6% | $2,352-37.0% | $2,042-27.4% |
| Participant deferral / active EE | $5,037 | $2,445+106.0% | $3,142+60.3% | $3,169+58.9% |
| Admin fee / account holder | $12 | $384-96.9% | $5,800-99.8% | $479-97.5% |