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 BARNEY2+ years Filed as: MORGANSTANLEY SMITHBARNEY LLC Service code 49 · EIN 26-4310844 | Other Services | $30,843 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,049 | $64,909+118.8% | $82,313+72.6% | $62,292+128.0% |
| Participation rate | 66.9% | 74.9%-8.0pp | 76.9%-10.0pp | 69.5%-2.6pp |
| Annual return | 12.30% | 21.18%-8.9pp | 25.88%-13.6pp | 28.90%-16.6pp |
| Employer contribution / active EE | $825 | $1,676-50.8% | $2,428-66.0% | $2,042-59.6% |
| Participant deferral / active EE | $4,079 | $3,103+31.4% | $3,706+10.1% | $3,169+28.7% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |