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 BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $87,878 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$62,142 |
Employer contribution per participant 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 | $66,279 | $72,254-8.3% | $86,677-23.5% | $64,808+2.3% |
| Participation rate | 92.4% | 80.4%+12.0pp | 76.6%+15.8pp | 71.5%+21.0pp |
| Annual return | -15.27% | 392.42%-407.7pp | 35.91%-51.2pp | 32.82%-48.1pp |
| Employer contribution / active EE | $465 | $2,393-80.6% | $2,836-83.6% | $2,506-81.4% |
| Participant deferral / active EE | $5,176 | $4,658+11.1% | $4,656+11.2% | $4,310+20.1% |
| Admin fee / account holder | $34 | $174-80.3% | $7,493-99.5% | $188-81.8% |