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: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $38,422 |
Filed as: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,134 | $63,114+53.9% | $92,893+4.6% | $65,185+49.0% |
| Participation rate | 90.6% | 68.8%+21.9pp | 76.0%+14.6pp | 70.2%+20.4pp |
| Annual return | 24.54% | 28.75%-4.2pp | 109.41%-84.9pp | 29.38%-4.8pp |
| Employer contribution / active EE | $2,172 | $2,571-15.5% | $3,653-40.5% | $2,177-0.2% |
| Participant deferral / active EE | $3,782 | $3,108+21.7% | $4,236-10.7% | $3,514+7.6% |
| Admin fee / account holder | $146 | $624-76.7% | $5,794-97.5% | $847-82.8% |