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 Service code 26 · EIN 26-4310632 | Advisory (Participants) | $70,217 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,171 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $138,337 | $102,514+34.9% | $97,995+41.2% | $62,292+122.1% |
| Participation rate | 95.5% | 79.5%+16.0pp | 82.4%+13.1pp | 69.5%+26.0pp |
| Annual return | 17.69% | 32.43%-14.7pp | 23.94%-6.2pp | 28.90%-11.2pp |
| Employer contribution / active EE | $5,517 | $3,689+49.6% | $4,158+32.7% | $2,042+170.2% |
| Participant deferral / active EE | $9,537 | $5,308+79.7% | $5,097+87.1% | $3,169+200.9% |
| Admin fee / account holder | $412 | $378+9.0% | $5,943-93.1% | $479-14.0% |