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 7-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 BARNEY2 years Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 450 ESSJAY ROAD · WILLIAMSVILLE, NY 14221 | Investment Management | $15,028 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $163,428-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.1%-16.1pp | 2.4%-2.4pp |
| Annual return | 6.28% | 14.43%-8.1pp | 9.36%-3.1pp | 22.81%-16.5pp |
| Employer contribution / active EE | $5,335 | $16,909-68.4% | $31,270-82.9% | $18,290-70.8% |
| Participant deferral / active EE | $0 | $2,194-100.0% | $263-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $9,460-100.0% | $85,222-100.0% |