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 Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 26 · EIN 26-4310632 | Advisory (Participants) | $30,303 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,381 |
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 | $52,061 | $23,224+124.2% | $71,086-26.8% | $55,725-6.6% |
| Participation rate | 83.3% | 37.9%+45.4pp | 54.7%+28.6pp | 70.9%+12.4pp |
| Annual return | -4.31% | -2.87%-1.4pp | 650.59%-654.9pp | 244.93%-249.2pp |
| Employer contribution / active EE | $2,453 | $436+462.3% | $1,088+125.5% | $2,078+18.0% |
| Participant deferral / active EE | $5,385 | $929+479.7% | $1,874+187.3% | $3,356+60.5% |
| Admin fee / account holder | $107 | $118-8.9% | $3,082-96.5% | $115-6.7% |