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 SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $77,455 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $44,448 |
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 | $28,175 | $48,471-41.9% | $182,532-84.6% | $67,579-58.3% |
| Participation rate | 95.7% | 67.2%+28.6pp | 78.0%+17.8pp | 71.3%+24.5pp |
| Annual return | 24.07% | 31.08%-7.0pp | 148.54%-124.5pp | 378.56%-354.5pp |
| Employer contribution / active EE | $1,497 | $1,461+2.5% | $4,076-63.3% | $2,148-30.3% |
| Participant deferral / active EE | $6,120 | $3,324+84.1% | $5,524+10.8% | $3,539+72.9% |
| Admin fee / account holder | $145 | $151-3.9% | $8,592-98.3% | $142+2.1% |