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 BARNEY5 years Service code 55 · EIN 26-4310632 | Other Commissions | $22,430 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,993 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,077 | $80,724+26.5% | $103,333-1.2% | $74,495+37.0% |
| Participation rate | 74.4% | 65.7%+8.7pp | 74.5%-0.2pp | 67.2%+7.2pp |
| Annual return | 11.96% | 27.56%-15.6pp | 24.88%-12.9pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,941 | $3,157-38.5% | $3,868-49.8% | $2,623-26.0% |
| Participant deferral / active EE | $7,027 | $3,860+82.0% | $5,057+38.9% | $4,346+61.7% |
| Admin fee / account holder | $41 | $2,368-98.3% | $8,355-99.5% | $1,942-97.9% |