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 GLOBAL BANKING OPER Service code 27 · EIN 11-3658445 | Advisory (Plan) | $62,592 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,003 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,715 | $99,078-10.5% | $96,544-8.1% | $74,419+19.2% |
| Participation rate | 96.5% | 80.7%+15.9pp | 76.0%+20.6pp | 70.7%+25.8pp |
| Annual return | 18.71% | 22.48%-3.8pp | 25.84%-7.1pp | 34.38%-15.7pp |
| Employer contribution / active EE | $3,327 | $2,570+29.5% | $2,965+12.2% | $2,637+26.2% |
| Participant deferral / active EE | $7,176 | $4,933+45.5% | $4,851+47.9% | $4,528+58.5% |
| Admin fee / account holder | $67 | $225-70.0% | $8,252-99.2% | $348-80.6% |