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 BARNEY7+ 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 | $30,207 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,333 | $82,978-24.9% | $130,231-52.1% | $74,419-16.2% |
| Participation rate | 80.4% | 73.7%+6.7pp | 76.3%+4.1pp | 70.7%+9.7pp |
| Annual return | 18.24% | 123.05%-104.8pp | 38.77%-20.5pp | 34.38%-16.1pp |
| Employer contribution / active EE | $2,910 | $3,391-14.2% | $4,126-29.5% | $2,637+10.3% |
| Participant deferral / active EE | $5,861 | $5,370+9.1% | $6,799-13.8% | $4,528+29.4% |
| Admin fee / account holder | $157 | $354-55.6% | $6,020-97.4% | $348-54.8% |