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 GLOBAL BANKING OPER Service code 16 · EIN 30-3026776 | Consulting | $108,542 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $35,589 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,657 | $114,195-50.4% | $106,548-46.8% | $93,030-39.1% |
| Participation rate | 74.7% | 86.4%-11.7pp | 76.1%-1.4pp | 73.9%+0.8pp |
| Annual return | 15.98% | 22.18%-6.2pp | 26.80%-10.8pp | 158.70%-142.7pp |
| Employer contribution / active EE | $2,290 | $4,009-42.9% | $2,819-18.7% | $2,706-15.4% |
| Participant deferral / active EE | $4,546 | $5,908-23.1% | $4,398+3.4% | $4,562-0.4% |
| Admin fee / account holder | $186 | $105+77.5% | $7,407-97.5% | $152+22.6% |