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 BARNEY8+ years Service code 55 · EIN 26-4310632 | Other Commissions | $36,190 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,950 |
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 | $72,783 | $63,442+14.7% | $68,791+5.8% | $66,914+8.8% |
| Participation rate | 91.2% | 60.0%+31.2pp | 69.0%+22.2pp | 69.8%+21.4pp |
| Annual return | -18.37% | -8.29%-10.1pp | -6.38%-12.0pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,827 | $1,775+2.9% | $2,655-31.2% | $2,544-28.2% |
| Participant deferral / active EE | $5,695 | $2,945+93.4% | $3,941+44.5% | $4,237+34.4% |
| Admin fee / account holder | $10 | $577-98.2% | $4,932-99.8% | $593-98.3% |