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 BARNEY2+ years Filed as: MORGAN STANLEY INS SERVICES INC Service code 53 · EIN 51-0116113 | Insurance Commissions | $22,628 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,755 |
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 | $52,619 | $74,089-29.0% | $133,980-60.7% | $55,167-4.6% |
| Participation rate | 93.4% | 84.3%+9.2pp | 87.1%+6.4pp | 69.0%+24.5pp |
| Annual return | 8.18% | 12.11%-3.9pp | 29.30%-21.1pp | 169.23%-161.1pp |
| Employer contribution / active EE | $2,004 | $3,064-34.6% | $5,211-61.5% | $1,963+2.1% |
| Participant deferral / active EE | $3,733 | $4,678-20.2% | $6,282-40.6% | $3,054+22.2% |
| Admin fee / account holder | $22 | $458-95.1% | $9,324-99.8% | $504-95.6% |