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 INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $20,853 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,317 |
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 | $45,471 | $70,667-35.7% | $123,104-63.1% | $52,331-13.1% |
| Participation rate | 94.1% | 83.7%+10.4pp | 86.8%+7.3pp | 68.1%+26.0pp |
| Annual return | 1.46% | 6.23%-4.8pp | 13.22%-11.8pp | 4.54%-3.1pp |
| Employer contribution / active EE | $1,786 | $2,946-39.4% | $5,151-65.3% | $1,882-5.1% |
| Participant deferral / active EE | $3,406 | $4,493-24.2% | $6,230-45.3% | $3,022+12.7% |
| Admin fee / account holder | $20 | $506-96.0% | $9,015-99.8% | $592-96.6% |