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 SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $18,969 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$7,272 |
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 | $54,045 | $65,061-16.9% | $143,757-62.4% | $66,914-19.2% |
| Participation rate | 66.1% | 65.2%+0.9pp | 80.3%-14.2pp | 69.8%-3.7pp |
| Annual return | -16.57% | -11.14%-5.4pp | -0.04%-16.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,508 | $2,361+6.2% | $4,951-49.3% | $2,544-1.4% |
| Participant deferral / active EE | $4,799 | $2,919+64.4% | $5,637-14.9% | $4,237+13.3% |
| Admin fee / account holder | $69 | $502-86.3% | $14,673-99.5% | $593-88.4% |