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: MORGAN KEEGAN Service code 20 · EIN 64-0474907 | Trustee (individual) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,054 | $155,795-78.1% | $136,294-75.0% | $69,631-51.1% |
| Participation rate | 95.8% | 75.2%+20.5pp | 81.9%+13.8pp | 70.7%+25.1pp |
| Annual return | 6.41% | 232464.33%-232457.9pp | 5155.94%-5149.5pp | 27571.02%-27564.6pp |
| Employer contribution / active EE | $2,660 | $2,991-11.1% | $4,695-43.3% | $2,032+30.9% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,243-100.0% | $110-100.0% |