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 BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $48,241 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$89 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,304 | $30,086+137.0% | $61,373+16.2% | $64,808+10.0% |
| Participation rate | 58.8% | 36.4%+22.4pp | 52.6%+6.2pp | 71.5%-12.7pp |
| Annual return | -18.34% | -13.99%-4.3pp | 338.61%-356.9pp | 32.82%-51.2pp |
| Employer contribution / active EE | $1,880 | $536+250.6% | $1,159+62.2% | $2,506-25.0% |
| Participant deferral / active EE | $4,570 | $1,126+306.0% | $2,125+115.1% | $4,310+6.0% |
| Admin fee / account holder | $155 | $148+4.3% | $2,130-92.7% | $188-17.7% |