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 49 · EIN 26-4310632 | Other Services | $21,771 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $468 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,460 | $60,795-23.6% | $69,455-33.1% | $65,185-28.7% |
| Participation rate | 69.7% | 74.9%-5.2pp | 74.6%-4.9pp | 70.2%-0.5pp |
| Annual return | 4.84% | 17.46%-12.6pp | 28.97%-24.1pp | 29.38%-24.5pp |
| Employer contribution / active EE | $1,377 | $2,452-43.9% | $2,779-50.5% | $2,177-36.8% |
| Participant deferral / active EE | $4,057 | $3,162+28.3% | $3,535+14.7% | $3,514+15.5% |
| Admin fee / account holder | $4 | $314-98.8% | $3,839-99.9% | $847-99.6% |