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 BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Participants) | $41,835 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,743 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,598 | $99,957-28.4% | $149,696-52.2% | $73,488-2.6% |
| Participation rate | 96.2% | 75.7%+20.5pp | 82.5%+13.8pp | 70.7%+25.6pp |
| Annual return | 17.55% | 53.87%-36.3pp | 276.60%-259.1pp | 28.51%-11.0pp |
| Employer contribution / active EE | $2,004 | $3,191-37.2% | $4,644-56.8% | $2,270-11.7% |
| Participant deferral / active EE | $8,533 | $6,073+40.5% | $6,842+24.7% | $3,740+128.2% |
| Admin fee / account holder | $260 | $551-52.7% | $9,309-97.2% | $513-49.2% |