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: J. P. MORGAN SECURITIES Service code 51 · EIN 13-4110995 | Investment Mgmt Fees | $77,165 |
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 | $230,540 | $88,122+161.6% | $141,162+63.3% | $67,579+241.1% |
| Participation rate | 99.2% | 76.5%+22.8pp | 82.5%+16.7pp | 71.3%+27.9pp |
| Annual return | 19.67% | 75.40%-55.7pp | 71.39%-51.7pp | 378.56%-358.9pp |
| Employer contribution / active EE | $8,015 | $3,224+148.6% | $4,735+69.3% | $2,148+273.2% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $270 | $131+106.1% | $10,261-97.4% | $142+89.6% |