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 BARNEY4 years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $18,811 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,625 |
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 | $37,959 | $66,310-42.8% | $93,606-59.4% | $65,185-41.8% |
| Participation rate | 99.6% | 74.0%+25.6pp | 75.8%+23.8pp | 70.2%+29.4pp |
| Annual return | 20.96% | 42.58%-21.6pp | 32.76%-11.8pp | 29.38%-8.4pp |
| Employer contribution / active EE | $6,656 | $2,012+230.8% | $2,718+144.9% | $2,177+205.8% |
| Participant deferral / active EE | $3,478 | $3,342+4.1% | $4,069-14.5% | $3,514-1.0% |
| Admin fee / account holder | $71 | $6,897-99.0% | $7,888-99.1% | $847-91.6% |