See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $52,061 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$55,775 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,549 | $82,917+125.0% | $103,333+80.5% | $77,643+140.3% |
| Participation rate | 98.6% | 71.6%+27.0pp | 74.5%+24.1pp | 70.6%+28.0pp |
| Annual return | 14.51% | 19.13%-4.6pp | 24.88%-10.4pp | 31.24%-16.7pp |
| Employer contribution / active EE | $8,253 | $3,552+132.4% | $3,868+113.4% | $2,726+202.8% |
| Participant deferral / active EE | $12,962 | $4,108+215.5% | $5,057+156.3% | $4,647+178.9% |
| Admin fee / account holder | -$10 | $638-101.6% | $8,355-100.1% | $430-102.4% |