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 |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $13,815 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 111 S. PFINGSTEN ROAD · DEERFIELD, IL 60015 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,983 | $59,805+8.7% | $79,550-18.3% | $68,494-5.1% |
| Participation rate | 98.1% | 61.1%+37.0pp | 69.5%+28.6pp | 67.9%+30.2pp |
| Annual return | -18.19% | -12.30%-5.9pp | 0.16%-18.4pp | -7.84%-10.3pp |
| Employer contribution / active EE | $6,475 | $1,505+330.2% | $2,413+168.3% | $2,596+149.4% |
| Participant deferral / active EE | $9,538 | $3,024+215.4% | $3,985+139.3% | $4,027+136.8% |
| Admin fee / account holder | $176 | $4,835-96.4% | $6,832-97.4% | $5,403-96.7% |