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 Service code 26 · EIN 26-4310632 111 N WASHINGTON ST., SUITE 410 · GREEN BAY, WI 54301 | Advisory (Participants) | $29,334 |
PENSION INC.5+ years Service code 13 · EIN 39-1955089 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Contract Administrator | $20,436 |
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 | $43,567 | $65,376-33.4% | $87,100-50.0% | $65,185-33.2% |
| Participation rate | 93.2% | 75.3%+17.9pp | 76.9%+16.4pp | 70.2%+23.0pp |
| Annual return | 24.58% | 31.27%-6.7pp | 28.19%-3.6pp | 29.38%-4.8pp |
| Employer contribution / active EE | $712 | $1,822-60.9% | $2,521-71.8% | $2,177-67.3% |
| Participant deferral / active EE | $3,112 | $3,388-8.2% | $4,049-23.1% | $3,514-11.4% |
| Admin fee / account holder | $288 | $520-44.6% | $7,497-96.2% | $847-66.0% |