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 99 · EIN 20-8764829 | Other Fees | $52,629 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $336,317 | $55,472+506.3% | $155,567+116.2% | $74,546+351.2% |
| Participation rate | 98.4% | 61.9%+36.5pp | 78.2%+20.3pp | 67.2%+31.2pp |
| Annual return | 15.55% | 268.72%-253.2pp | 64.74%-49.2pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $14,008 | $2,269+517.4% | $4,674+199.7% | $2,624+433.8% |
| Participant deferral / active EE | $15,171 | $2,838+434.6% | $5,628+169.6% | $4,347+249.0% |
| Admin fee / account holder | $160 | $1,743-90.8% | $15,916-99.0% | $1,944-91.8% |