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 Service code 26 · EIN 20-8764829 | Advisory (Participants) | $38,596 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,004 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,204 | $45,031+73.7% | $84,966-8.0% | $77,643+0.7% |
| Participation rate | 88.9% | 48.7%+40.2pp | 67.5%+21.4pp | 70.6%+18.3pp |
| Annual return | 12.24% | 79.22%-67.0pp | 66.38%-54.1pp | 31.24%-19.0pp |
| Employer contribution / active EE | $1,840 | $1,609+14.3% | $2,727-32.5% | $2,726-32.5% |
| Participant deferral / active EE | $5,205 | $2,807+85.4% | $4,519+15.2% | $4,647+12.0% |
| Admin fee / account holder | $205 | $912-77.5% | $6,149-96.7% | $430-52.3% |