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 OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $25,928 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,193 | $99,957+1.2% | $149,696-32.4% | $73,488+37.7% |
| Participation rate | 69.5% | 75.7%-6.2pp | 82.5%-12.9pp | 70.7%-1.1pp |
| Annual return | 20.13% | 53.87%-33.7pp | 276.60%-256.5pp | 28.51%-8.4pp |
| Employer contribution / active EE | $2,647 | $3,191-17.0% | $4,644-43.0% | $2,270+16.6% |
| Participant deferral / active EE | $5,857 | $6,073-3.5% | $6,842-14.4% | $3,740+56.6% |
| Admin fee / account holder | $167 | $551-69.7% | $9,309-98.2% | $513-67.4% |