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 BARNEY2 years Filed as: MORGAN STANLEY Service code 27 4114 WOODLANDS PARKWAY, SUITE 200 · PLAM HARBOR, FL 34685 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,710 | $31,679-6.2% | $74,701-60.2% | $65,185-54.4% |
| Participation rate | 54.0% | 40.4%+13.7pp | 54.5%-0.4pp | 70.2%-16.2pp |
| Annual return | 24.20% | 39.04%-14.8pp | 752.92%-728.7pp | 29.38%-5.2pp |
| Employer contribution / active EE | $758 | $566+33.8% | $1,084-30.1% | $2,177-65.2% |
| Participant deferral / active EE | $1,500 | $1,191+25.9% | $1,964-23.6% | $3,514-57.3% |
| Admin fee / account holder | $17 | $379-95.6% | $3,333-99.5% | $847-98.0% |