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 9-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 BARNEY2 years Filed as: MORGAN STANLEY Service code 21 1358 BROADWAY · NEW YORK, NY 10036 | Bank Trustee | $8,831 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,444 | $101,317+32.7% | $146,958-8.5% | $74,495+80.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 6.01% | 8730.91%-8724.9pp | 418.34%-412.3pp | 1364.94%-1358.9pp |
| Employer contribution / active EE | $11,232 | $3,810+194.8% | $4,933+127.7% | $2,623+328.2% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $40 | $1,739-97.7% | $12,998-99.7% | $1,942-97.9% |