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 BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $96,922 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $52,435 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-3297908 | Advisory (Participants) | $6,181 |
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 | $127,067 | $80,753+57.4% | $136,294-6.8% | $62,292+104.0% |
| Participation rate | 99.4% | 73.5%+25.8pp | 81.9%+17.4pp | 69.5%+29.8pp |
| Annual return | 17.15% | 35.83%-18.7pp | 5155.94%-5138.8pp | 28.90%-11.7pp |
| Employer contribution / active EE | $6,330 | $2,884+119.5% | $4,695+34.8% | $2,042+210.0% |
| Participant deferral / active EE | $7,916 | $5,164+53.3% | $6,247+26.7% | $3,169+149.8% |
| Admin fee / account holder | $216 | $525-59.0% | $9,243-97.7% | $479-55.0% |