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 BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $9,424 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,307 |
MORGAN STANLEY SMITH BARNEY8+ years Service code 55 · EIN 26-4310632 | Other Commissions | $3,527 |
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 | $24,205 | $65,061-62.8% | $143,757-83.2% | $66,914-63.8% |
| Participation rate | 80.2% | 65.2%+15.0pp | 80.3%-0.1pp | 69.8%+10.4pp |
| Annual return | -18.98% | -11.14%-7.8pp | -0.04%-18.9pp | 1.58%-20.6pp |
| Employer contribution / active EE | $484 | $2,361-79.5% | $4,951-90.2% | $2,544-81.0% |
| Participant deferral / active EE | $2,382 | $2,919-18.4% | $5,637-57.7% | $4,237-43.8% |
| Admin fee / account holder | $149 | $502-70.4% | $14,673-99.0% | $593-74.9% |