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 BARNEY5 years Filed as: J. P. MORGAN SECURITIES Service code 51 · EIN 13-4110995 | Investment Mgmt Fees | $53,059 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,089 | $104,317+142.6% | $159,436+58.7% | $86,799+191.6% |
| Participation rate | 96.4% | 77.7%+18.7pp | 82.8%+13.6pp | 72.3%+24.1pp |
| Annual return | 23.65% | 26.32%-2.7pp | 263.57%-239.9pp | 97.91%-74.3pp |
| Employer contribution / active EE | $9,124 | $3,451+164.4% | $4,829+88.9% | $2,405+279.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $173 | $172+0.3% | $10,799-98.4% | $170+1.9% |