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 BARNEY9+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 27 · EIN 26-4310632 | Advisory (Plan) | $67,500 |
Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $21,250 |
FID INV INST OPS CO8 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 | $61,273 | $59,339+3.3% | $149,673-59.1% | $103,482-40.8% |
| Participation rate | 92.9% | 70.2%+22.7pp | 78.8%+14.2pp | 73.3%+19.7pp |
| Annual return | 18.42% | 77.78%-59.4pp | 134.42%-116.0pp | 33.11%-14.7pp |
| Employer contribution / active EE | $145 | $2,178-93.4% | $4,818-97.0% | $3,208-95.5% |
| Participant deferral / active EE | $5,995 | $3,716+61.3% | $5,680+5.5% | $5,207+15.1% |
| Admin fee / account holder | $14 | $103-85.9% | $13,210-99.9% | $114-87.3% |