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 |
|---|---|---|
Filed as: MORGAN STANLEY Service code 55 | Other Commissions | $47,126 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,900 |
Filed as: FIDELITY INVESTMETNS INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
MORGAN STANLEY SMITH BARNEY6+ years Service code 55 · EIN 26-4310632 | Other Commissions | $0 |
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 | $55,811 | $81,474-31.5% | $133,956-58.3% | $73,488-24.1% |
| Participation rate | 91.5% | 76.4%+15.2pp | 79.8%+11.7pp | 70.7%+20.8pp |
| Annual return | 22.00% | 19.40%+2.6pp | 45.09%-23.1pp | 28.51%-6.5pp |
| Employer contribution / active EE | $1,135 | $2,209-48.6% | $3,919-71.0% | $2,270-50.0% |
| Participant deferral / active EE | $3,135 | $3,786-17.2% | $5,048-37.9% | $3,740-16.2% |
| Admin fee / account holder | $4 | $713-99.4% | $8,927-100.0% | $513-99.2% |