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: SMITH BARNEY Service code 27 · EIN 13-2919773 | Advisory (Plan) | $61,344 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $59,886 | $46,732+28.1% | $156,549-61.7% | $55,167+8.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 7.96% | 17.72%-9.8pp | 32.23%-24.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $4,053 | $2,105+92.6% | $5,501-26.3% | $1,963+106.5% |
| Participant deferral / active EE | $3,268 | $2,204+48.2% | $4,871-32.9% | $3,054+7.0% |
| Admin fee / account holder | $236 | $418-43.5% | $13,027-98.2% | $504-53.1% |