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 BARNEY8+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 · EIN 26-4310632 | Advisory (Plan) | $100,000 |
FID INV INST OPS CO7 years Filed as: FID INV INSTL OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,752 | $52,346-1.1% | $143,757-64.0% | $78,044-33.7% |
| Participation rate | 94.2% | 72.7%+21.5pp | 80.3%+13.8pp | 74.4%+19.7pp |
| Annual return | -16.42% | -14.19%-2.2pp | -0.04%-16.4pp | 10.87%-27.3pp |
| Employer contribution / active EE | $163 | $2,131-92.4% | $4,951-96.7% | $3,125-94.8% |
| Participant deferral / active EE | $5,804 | $3,800+52.7% | $5,637+3.0% | $5,084+14.1% |
| Admin fee / account holder | $8 | $63-87.1% | $14,673-99.9% | $79-89.7% |