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 BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $84,711 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $44,258 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $5,250 |
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 | $104,286 | $70,002+49.0% | $115,037-9.3% | $52,331+99.3% |
| Participation rate | 97.1% | 72.1%+25.0pp | 81.4%+15.7pp | 68.1%+29.0pp |
| Annual return | -0.39% | 4.04%-4.4pp | 26.14%-26.5pp | 4.54%-4.9pp |
| Employer contribution / active EE | $5,847 | $2,715+115.4% | $4,608+26.9% | $1,882+210.7% |
| Participant deferral / active EE | $6,800 | $4,920+38.2% | $6,026+12.8% | $3,022+125.0% |
| Admin fee / account holder | $193 | $566-65.8% | $8,175-97.6% | $592-67.3% |