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 BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $35,094 |
GBQ CONSULTING1 year Filed as: GBQ CONSULTING, LLC Service code 10 · EIN 20-2122189 | Accounting | $12,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,479 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,155 | $91,407+40.2% | $135,903-5.7% | $71,457+79.3% |
| Participation rate | 70.3% | 75.7%-5.3pp | 81.9%-11.6pp | 67.9%+2.4pp |
| Annual return | 18.53% | 29.90%-11.4pp | 68.23%-49.7pp | 28.85%-10.3pp |
| Employer contribution / active EE | $3,125 | $3,703-15.6% | $4,856-35.7% | $2,588+20.8% |
| Participant deferral / active EE | $7,537 | $7,092+6.3% | $7,758-2.8% | $4,289+75.7% |
| Admin fee / account holder | $240 | $1,266-81.1% | $10,762-97.8% | $1,587-84.9% |