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 BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 16 · EIN 26-4310632 | Consulting | $92,877 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $52,829 |
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 | $43,697 | $136,266-67.9% | $90,749-51.8% | $77,904-43.9% |
| Participation rate | 83.3% | 86.6%-3.3pp | 75.7%+7.6pp | 73.7%+9.7pp |
| Annual return | -16.83% | -11.32%-5.5pp | -12.16%-4.7pp | 12.21%-29.0pp |
| Employer contribution / active EE | $2,379 | $4,215-43.6% | $2,921-18.5% | $2,848-16.5% |
| Participant deferral / active EE | $4,905 | $6,353-22.8% | $4,564+7.5% | $4,806+2.1% |
| Admin fee / account holder | $82 | $399-79.6% | $8,445-99.0% | $133-38.5% |