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 GLOBAL BANKING OPERA Service code 26 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Participants) | $32,515 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,071 | $88,634-9.7% | $101,326-21.0% | $74,304+7.8% |
| Participation rate | 96.0% | 76.9%+19.2pp | 81.5%+14.5pp | 60.3%+35.7pp |
| Annual return | 16.27% | 33.10%-16.8pp | 36.82%-20.5pp | 29.43%-13.2pp |
| Employer contribution / active EE | $1,467 | $2,930-49.9% | $3,665-60.0% | $2,241-34.6% |
| Participant deferral / active EE | $4,653 | $7,322-36.5% | $7,994-41.8% | $3,767+23.5% |
| Admin fee / account holder | $126 | $2,425-94.8% | $11,185-98.9% | $2,969-95.8% |