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 BARNEY2 years Filed as: MORGAN STANLEY Service code 28 · EIN 20-8764829 | Investment Management | $6,534 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $419,944 | $92,971+351.7% | $96,683+334.4% | $74,419+464.3% |
| Participation rate | 86.0% | 71.5%+14.4pp | 74.3%+11.6pp | 70.7%+15.2pp |
| Annual return | 49.02% | 37.49%+11.5pp | 35.69%+13.3pp | 34.38%+14.6pp |
| Employer contribution / active EE | $1,394 | $3,426-59.3% | $3,737-62.7% | $2,637-47.2% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,730-100.0% | $348-100.0% |