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 OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $50,000 |
Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $12,700 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$38,256 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,734 | $69,231+49.8% | $91,989+12.8% | $67,579+53.5% |
| Participation rate | 96.4% | 78.9%+17.5pp | 78.6%+17.8pp | 71.3%+25.1pp |
| Annual return | 19.93% | 32.03%-12.1pp | 69.02%-49.1pp | 378.56%-358.6pp |
| Employer contribution / active EE | $3,315 | $2,284+45.1% | $3,452-4.0% | $2,148+54.3% |
| Participant deferral / active EE | $7,896 | $5,854+34.9% | $5,923+33.3% | $3,539+123.1% |
| Admin fee / account holder | $203 | $107+89.1% | $7,743-97.4% | $142+42.7% |