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 9-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 BARNEY1+ years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $20,724 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,759 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,575 | $32,425-8.8% | $74,583-60.3% | $55,167-46.4% |
| Participation rate | 67.6% | 54.0%+13.6pp | 68.1%-0.5pp | 69.0%-1.4pp |
| Annual return | 9.81% | 10.63%-0.8pp | 20.47%-10.7pp | 169.23%-159.4pp |
| Employer contribution / active EE | $2,677 | $1,043+156.6% | $2,525+6.0% | $1,963+36.4% |
| Participant deferral / active EE | $3,927 | $1,995+96.8% | $3,458+13.6% | $3,054+28.6% |
| Admin fee / account holder | $148 | $748-80.2% | $4,138-96.4% | $504-70.5% |