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 |
|---|---|---|
Filed as: MORGAN STANLEY INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $32,916 |
Filed as: MASS. MUTUAL LIFE INSURANCE CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $3,189 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $313 |
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 | $90,287 | $37,044+143.7% | $71,796+25.8% | $57,658+56.6% |
| Participation rate | 95.2% | 61.1%+34.1pp | 69.1%+26.1pp | 70.2%+24.9pp |
| Annual return | 6.92% | 12.64%-5.7pp | 78.04%-71.1pp | 5.13%+1.8pp |
| Employer contribution / active EE | $3,270 | $720+354.1% | $1,924+69.9% | $1,974+65.7% |
| Participant deferral / active EE | $6,439 | $1,974+226.2% | $2,794+130.4% | $3,061+110.4% |
| Admin fee / account holder | $6 | $101-94.2% | $4,815-99.9% | $95-93.8% |