See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $51,360 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,299 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,256 | $84,487+74.3% | $125,339+17.5% | $66,914+120.1% |
| Participation rate | 94.8% | 76.4%+18.3pp | 82.4%+12.4pp | 69.8%+25.0pp |
| Annual return | -18.49% | -8.39%-10.1pp | 572.05%-590.5pp | 1.58%-20.1pp |
| Employer contribution / active EE | $2,922 | $3,553-17.8% | $4,814-39.3% | $2,544+14.9% |
| Participant deferral / active EE | $10,721 | $6,781+58.1% | $7,446+44.0% | $4,237+153.0% |
| Admin fee / account holder | $282 | $685-58.9% | $10,010-97.2% | $593-52.5% |