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 GLOBAL BANKING OPERA Service code 26 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Participants) | $31,490 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,591 | $89,808-20.3% | $100,383-28.7% | $77,671-7.8% |
| Participation rate | 93.2% | 81.2%+12.0pp | 81.5%+11.7pp | 70.6%+22.6pp |
| Annual return | 16.16% | 20.62%-4.5pp | 49.26%-33.1pp | 31.21%-15.0pp |
| Employer contribution / active EE | $1,259 | $3,039-58.6% | $3,944-68.1% | $2,726-53.8% |
| Participant deferral / active EE | $4,423 | $8,284-46.6% | $8,086-45.3% | $4,648-4.8% |
| Admin fee / account holder | $123 | $174-29.3% | $7,900-98.4% | $430-71.4% |