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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.
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $22,318 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $476 |
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 | $67,450 | $55,415+21.7% | $155,509-56.6% | $74,495-9.5% |
| Participation rate | 58.1% | 61.9%-3.8pp | 78.2%-20.0pp | 67.2%-9.1pp |
| Annual return | 14.79% | 268.50%-253.7pp | 64.67%-49.9pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,315 | $2,267+2.1% | $4,672-50.5% | $2,623-11.8% |
| Participant deferral / active EE | $5,179 | $2,836+82.6% | $5,626-8.0% | $4,346+19.2% |
| Admin fee / account holder | $135 | $1,738-92.2% | $15,912-99.2% | $1,942-93.1% |