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 GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $83,198 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,629 |
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 | $90,563 | $64,286+40.9% | $90,951-0.4% | $73,409+23.4% |
| Participation rate | 93.3% | 63.6%+29.7pp | 69.0%+24.3pp | 72.2%+21.1pp |
| Annual return | 14.79% | 21.45%-6.7pp | 134.60%-119.8pp | 59.29%-44.5pp |
| Employer contribution / active EE | $546 | $895-39.0% | $2,122-74.3% | $2,234-75.6% |
| Participant deferral / active EE | $4,779 | $2,453+94.8% | $3,373+41.7% | $3,805+25.6% |
| Admin fee / account holder | $290 | $287+0.9% | $5,959-95.1% | $158+83.5% |