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 9-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 BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,696 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,784 | $130,655-61.9% | $93,789-46.9% | $64,808-23.2% |
| Participation rate | 93.7% | 84.9%+8.8pp | 81.0%+12.8pp | 71.5%+22.3pp |
| Annual return | -15.26% | -14.04%-1.2pp | -11.33%-3.9pp | 32.82%-48.1pp |
| Employer contribution / active EE | $3,233 | $5,594-42.2% | $4,323-25.2% | $2,506+29.0% |
| Participant deferral / active EE | $6,495 | $8,067-19.5% | $6,094+6.6% | $4,310+50.7% |
| Admin fee / account holder | $154 | $140+10.1% | $7,195-97.9% | $188-17.8% |