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 BARNEY3+ years Service code 55 · EIN 26-4310632 | Other Commissions | $20,652 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,781 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 HARBORSIDE FINANCIAL CTR · JERSEY CITY, NJ 07311 | Other Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,552 | $46,297+17.8% | $71,671-23.9% | $62,292-12.4% |
| Participation rate | 94.0% | 60.6%+33.4pp | 68.7%+25.3pp | 69.5%+24.5pp |
| Annual return | 18.49% | 22.32%-3.8pp | 20.65%-2.2pp | 28.90%-10.4pp |
| Employer contribution / active EE | $1,462 | $1,412+3.6% | $2,460-40.6% | $2,042-28.4% |
| Participant deferral / active EE | $4,433 | $2,235+98.3% | $3,438+28.9% | $3,169+39.9% |
| Admin fee / account holder | $10 | $461-97.9% | $5,558-99.8% | $479-97.9% |