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 BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Other Commissions | $115,028 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,800 |
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 | $107,372 | $69,159+55.3% | $125,175-14.2% | $67,579+58.9% |
| Participation rate | 96.8% | 78.2%+18.6pp | 79.8%+17.1pp | 71.3%+25.6pp |
| Annual return | 24.20% | 27.12%-2.9pp | 43.79%-19.6pp | 378.56%-354.4pp |
| Employer contribution / active EE | $2,023 | $2,0230% | $3,865-47.7% | $2,148-5.8% |
| Participant deferral / active EE | $7,292 | $3,700+97.1% | $4,937+47.7% | $3,539+106.0% |
| Admin fee / account holder | $14 | $142-90.4% | $9,702-99.9% | $142-90.4% |