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 BARNEY8 years Service code 55 · EIN 26-4310632 | Other Commissions | $31,958 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,137 | $88,083-11.3% | $164,813-52.6% | $74,495+4.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 12.30% | 17.26%-5.0pp | 69.93%-57.6pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $2,465 | $2,593-4.9% | $4,341-43.2% | $2,623-6.0% |
| Participant deferral / active EE | $3,946 | $4,498-12.3% | $6,031-34.6% | $4,346-9.2% |
| Admin fee / account holder | $1 | $2,234-99.9% | $12,690-100.0% | $1,942-99.9% |