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 BARNEY3 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $15,205 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,900 |
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 | $27,214 | $65,223-58.3% | $80,019-66.0% | $55,725-51.2% |
| Participation rate | 96.5% | 80.6%+15.9pp | 75.8%+20.7pp | 70.9%+25.6pp |
| Annual return | -5.04% | 7.59%-12.6pp | 11.22%-16.3pp | 244.93%-250.0pp |
| Employer contribution / active EE | $7,088 | $2,544+178.6% | $2,468+187.2% | $2,078+241.1% |
| Participant deferral / active EE | $2,841 | $3,881-26.8% | $3,686-22.9% | $3,356-15.3% |
| Admin fee / account holder | $63 | $114-44.5% | $6,521-99.0% | $115-44.9% |