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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $61,613 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $24,367 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,060 | $71,142+13.9% | $119,609-32.2% | $64,808+25.1% |
| Participation rate | 94.6% | 78.6%+15.9pp | 79.3%+15.3pp | 71.5%+23.1pp |
| Annual return | -15.82% | -10.01%-5.8pp | -14.97%-0.8pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,022 | $2,497-59.1% | $4,232-75.9% | $2,506-59.2% |
| Participant deferral / active EE | $5,364 | $4,490+19.5% | $5,602-4.2% | $4,310+24.4% |
| Admin fee / account holder | $228 | $162+40.9% | $10,323-97.8% | $188+21.6% |