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 BARNEY1+ years Filed as: MORGAN KEEGAN Service code 20 · EIN 64-0474907 | Trustee (individual) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,220 | $80,177-56.1% | $123,892-71.6% | $57,658-38.9% |
| Participation rate | 96.2% | 74.4%+21.7pp | 81.4%+14.8pp | 70.2%+26.0pp |
| Annual return | 12.20% | 17.90%-5.7pp | 47.52%-35.3pp | 5.13%+7.1pp |
| Employer contribution / active EE | $2,791 | $2,913-4.2% | $4,617-39.6% | $1,974+41.4% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |