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 BARNEY4+ years Service code 28 · EIN 13-2919773 400 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Investment Management | $95,077 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $177,834-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 39.5%-39.5pp | 2.8%-2.8pp |
| Annual return | 9.34% | 16.32%-7.0pp | 11.67%-2.3pp | 16.32%-7.0pp |
| Employer contribution / active EE | $1,250 | $17,007-92.6% | $28,376-95.6% | $17,007-92.6% |
| Participant deferral / active EE | $0 | $406-100.0% | $46-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $15,617-100.0% | $127-100.0% |