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 Filed as: MORGAN STANLEY Service code 19 · EIN 20-8764829 | Securities Custodian | $50,393 |
CHARLES SCHWAB & CO., INC.7+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $901 |
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 | $487,680 | $63,745+665.0% | $98,442+395.4% | $79,386+514.3% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 15.09% | 625.80%-610.7pp | 1492.73%-1477.6pp | 116.85%-101.8pp |
| Employer contribution / active EE | $27,045 | $2,557+957.7% | $2,960+813.8% | $2,427+1014.1% |
| Participant deferral / active EE | $6,013 | $3,303+82.0% | $4,276+40.6% | $4,046+48.6% |
| Admin fee / account holder | $2 | $516-99.6% | $5,949-100.0% | $626-99.7% |