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 Service code 26 · EIN 26-4310632 | Advisory (Participants) | $107,687 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$32,820 |
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 | $120,908 | $74,347+62.6% | $93,606+29.2% | $67,579+78.9% |
| Participation rate | 93.4% | 80.6%+12.8pp | 75.8%+17.6pp | 71.3%+22.2pp |
| Annual return | 19.06% | 28.07%-9.0pp | 32.76%-13.7pp | 378.56%-359.5pp |
| Employer contribution / active EE | $8,268 | $2,583+220.1% | $2,718+204.2% | $2,148+284.9% |
| Participant deferral / active EE | $4,078 | $4,060+0.4% | $4,069+0.2% | $3,539+15.2% |
| Admin fee / account holder | $103 | $123-15.8% | $7,888-98.7% | $142-27.4% |