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 SMITH BARNEY LLC Service code 55 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Other Commissions | $112,549 |
BRADY, WARE & SCHOENFELD, INC.4+ years Service code 99 · EIN 35-1476702 | Other Fees | $11,500 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,250 |
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 | $94,786 | $62,267+52.2% | $110,238-14.0% | $55,725+70.1% |
| Participation rate | 94.9% | 78.1%+16.8pp | 79.8%+15.1pp | 70.9%+24.1pp |
| Annual return | -6.11% | -1.07%-5.0pp | 314.74%-320.9pp | 244.93%-251.0pp |
| Employer contribution / active EE | $2,155 | $1,941+11.0% | $3,826-43.7% | $2,078+3.7% |
| Participant deferral / active EE | $6,880 | $3,516+95.7% | $4,672+47.3% | $3,356+105.0% |
| Admin fee / account holder | $6 | $121-95.3% | $8,547-99.9% | $115-95.0% |