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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $37,224 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,086 |
Service code 10 · EIN 63-1262841 | Accounting | $9,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,515 |
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 | $59,524 | $104,317-42.9% | $159,436-62.7% | $86,799-31.4% |
| Participation rate | 95.5% | 77.7%+17.8pp | 82.8%+12.6pp | 72.3%+23.2pp |
| Annual return | 30.90% | 26.32%+4.6pp | 263.57%-232.7pp | 97.91%-67.0pp |
| Employer contribution / active EE | $6,192 | $3,451+79.4% | $4,829+28.2% | $2,405+157.4% |
| Participant deferral / active EE | $8,828 | $6,837+29.1% | $7,352+20.1% | $4,131+113.7% |
| Admin fee / account holder | $162 | $172-5.7% | $10,799-98.5% | $170-4.2% |