See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Service code 55 · EIN 26-4310632 | Other Commissions | $74,658 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,854 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,249 | $42,504-73.5% | $159,960-93.0% | $77,904-85.6% |
| Participation rate | 94.0% | 66.9%+27.1pp | 78.0%+16.1pp | 73.7%+20.3pp |
| Annual return | -16.27% | -12.43%-3.8pp | 408.60%-424.9pp | 12.21%-28.5pp |
| Employer contribution / active EE | $467 | $1,684-72.2% | $4,226-88.9% | $2,848-83.6% |
| Participant deferral / active EE | $3,399 | $3,919-13.3% | $6,182-45.0% | $4,806-29.3% |
| Admin fee / account holder | $17 | $98-82.5% | $8,698-99.8% | $133-87.1% |