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 BARNEY4+ years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $25,379 |
CHARLES SCHWAB & CO., INC.4+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $1,367 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $310,898 | $49,177+532.2% | $79,464+291.2% | $64,186+384.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.40% | -1.16%-3.2pp | 718.14%-722.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $19,263 | $2,076+827.8% | $2,800+587.9% | $2,381+709.1% |
| Participant deferral / active EE | $1,618 | $2,821-42.6% | $3,704-56.3% | $3,470-53.4% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,113-100.0% | $4,888-100.0% |