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 BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $27,611 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,559 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,264 | $79,184+22.8% | $102,438-5.1% | $74,546+30.5% |
| Participation rate | 41.4% | 74.8%-33.4pp | 76.5%-35.1pp | 67.2%-25.8pp |
| Annual return | 15.62% | 54.95%-39.3pp | 29.37%-13.7pp | 1366.03%-1350.4pp |
| Employer contribution / active EE | $1,480 | $2,362-37.3% | $3,024-51.0% | $2,624-43.6% |
| Participant deferral / active EE | $2,810 | $4,414-36.3% | $5,054-44.4% | $4,347-35.4% |
| Admin fee / account holder | $72 | $2,001-96.4% | $9,448-99.2% | $1,944-96.3% |