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 BARNEY7 years Service code 55 · EIN 26-4310632 | Other Commissions | $26,389 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,661 | $91,538-14.1% | $129,995-39.5% | $75,163+4.7% |
| Participation rate | 92.9% | 71.4%+21.4pp | 78.5%+14.4pp | 67.2%+25.7pp |
| Annual return | 16.82% | -631.11%+647.9pp | -137.18%+154.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $2,298 | $2,845-19.3% | $4,320-46.8% | $2,670-13.9% |
| Participant deferral / active EE | $3,950 | $4,341-9.0% | $5,820-32.1% | $4,125-4.3% |
| Admin fee / account holder | $1 | $6,790-100.0% | $10,614-100.0% | $5,651-100.0% |