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 8-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 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $30,738 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY WEALTH MGMT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $9,667 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,594-100.0% | $70,092-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 70.5%-70.5pp | 81.2%-81.2pp |
| Annual return | -36.32% | 442.67%-479.0pp | 190.73%-227.1pp | 417.96%-454.3pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $4,772-100.0% | $3,849-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |