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 BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLAZA · NEW YORK, NY 10004 | Other Commissions | $111,383 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,703 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,134 | $78,419+51.9% | $133,956-11.1% | $73,409+62.3% |
| Participation rate | 99.4% | 78.6%+20.8pp | 79.8%+19.6pp | 72.2%+27.2pp |
| Annual return | 13.71% | 33.35%-19.6pp | 45.09%-31.4pp | 59.29%-45.6pp |
| Employer contribution / active EE | $690 | $2,044-66.2% | $3,919-82.4% | $2,234-69.1% |
| Participant deferral / active EE | $7,349 | $3,925+87.2% | $5,048+45.6% | $3,805+93.1% |
| Admin fee / account holder | $6 | $161-96.4% | $8,927-99.9% | $158-96.3% |