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 |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $91,442 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-3410632 | Advisory (Plan) | $78,926 |
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 | $63,858 | $48,064+32.9% | $78,778-18.9% | $69,631-8.3% |
| Participation rate | 91.7% | 61.6%+30.1pp | 69.2%+22.5pp | 70.7%+21.0pp |
| Annual return | 17.07% | 21.81%-4.7pp | 35.62%-18.6pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $334 | $744-55.1% | $1,986-83.2% | $2,032-83.6% |
| Participant deferral / active EE | $3,420 | $2,079+64.5% | $2,958+15.6% | $3,224+6.1% |
| Admin fee / account holder | $272 | $152+78.8% | $5,134-94.7% | $110+146.0% |