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 27 · EIN 20-8764829 | Advisory (Plan) | $12,926 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH, LLC Service code 33 · EIN 20-8764829 | Securities brokerage commissions and ... | $2,680 |
MORGAN STANLEY SMITH BARNEY4 years Service code 33 · EIN 20-8764829 | Securities brokerage commissions and ... | $872 |
Filed as: MORGAN STANLEY Service code 15 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,391 | $102,317+126.2% | $146,958+57.5% | $80,856+186.2% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.2%+16.8pp | 67.6%+31.3pp |
| Annual return | 12.65% | 134.76%-122.1pp | 418.34%-405.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $6,349 | $3,713+71.0% | $4,933+28.7% | $2,755+130.5% |
| Participant deferral / active EE | $3,146 | $6,644-52.6% | $8,070-61.0% | $4,296-26.8% |
| Admin fee / account holder | $271 | $7,941-96.6% | $12,998-97.9% | $6,918-96.1% |