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 BARNEY2 years Filed as: J. P. MORGAN SECURITIES Service code 51 · EIN 13-4110995 | Investment Mgmt Fees | $85,406 |
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 | $188,344 | $75,388+149.8% | $123,544+52.5% | $55,725+238.0% |
| Participation rate | 99.6% | 75.7%+23.9pp | 82.3%+17.3pp | 70.9%+28.7pp |
| Annual return | -36.56% | 4.48%-41.0pp | 119.20%-155.8pp | 244.93%-281.5pp |
| Employer contribution / active EE | $16,394 | $3,063+435.2% | $4,628+254.3% | $2,078+688.9% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $266 | $120+122.2% | $9,284-97.1% | $115+131.0% |