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 BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $75,898 |
Filed as: BRADY WARE SCHOENFELD INC Service code 99 · EIN 22-2000222 | Other Fees | $11,500 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $11,116 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,897 | $71,142+50.3% | $119,609-10.6% | $64,808+64.9% |
| Participation rate | 96.8% | 78.6%+18.2pp | 79.3%+17.6pp | 71.5%+25.4pp |
| Annual return | -15.75% | -10.01%-5.7pp | -14.97%-0.8pp | 32.82%-48.6pp |
| Employer contribution / active EE | $2,344 | $2,497-6.1% | $4,232-44.6% | $2,506-6.5% |
| Participant deferral / active EE | $8,151 | $4,490+81.5% | $5,602+45.5% | $4,310+89.1% |
| Admin fee / account holder | $32 | $162-80.0% | $10,323-99.7% | $188-82.7% |