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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $54,030 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,815 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$171 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,215 | $95,274+28.3% | $135,903-10.1% | $74,419+64.2% |
| Participation rate | 79.6% | 78.2%+1.4pp | 81.9%-2.3pp | 70.7%+8.9pp |
| Annual return | 23.57% | 32.77%-9.2pp | 68.23%-44.7pp | 34.38%-10.8pp |
| Employer contribution / active EE | $4,320 | $3,874+11.5% | $4,856-11.0% | $2,637+63.8% |
| Participant deferral / active EE | $10,876 | $7,782+39.8% | $7,758+40.2% | $4,528+140.2% |
| Admin fee / account holder | $135 | $266-49.4% | $10,762-98.7% | $348-61.3% |