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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Account... | $107,166 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY DEAN WITTER Service code 16 ONE NEW YORK PLAZA · NEW YORK, NY 10004 | Consulting | $89,347 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,460 | $42,353+156.1% | $79,550+36.3% | $64,808+67.4% |
| Participation rate | 97.7% | 64.8%+33.0pp | 69.5%+28.2pp | 71.5%+26.3pp |
| Annual return | -11.87% | -12.24%+0.4pp | 0.16%-12.0pp | 32.82%-44.7pp |
| Employer contribution / active EE | $2,138 | $1,181+81.1% | $2,413-11.4% | $2,506-14.7% |
| Participant deferral / active EE | $6,291 | $3,170+98.4% | $3,985+57.9% | $4,310+46.0% |
| Admin fee / account holder | $133 | $160-16.5% | $6,832-98.0% | $188-29.0% |