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 SMITHBARNEY LLC Service code 49 · EIN 26-4310844 | Other Services | $0 |
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 | $40,858 | $23,224+75.9% | $71,086-42.5% | $55,725-26.7% |
| Participation rate | 73.7% | 37.9%+35.8pp | 54.7%+19.1pp | 70.9%+2.8pp |
| Annual return | 1.72% | -2.87%+4.6pp | 650.59%-648.9pp | 244.93%-243.2pp |
| Employer contribution / active EE | $1,006 | $436+130.6% | $1,088-7.5% | $2,078-51.6% |
| Participant deferral / active EE | $1,851 | $929+99.2% | $1,874-1.3% | $3,356-44.9% |
| Admin fee / account holder | $8 | $118-93.0% | $3,082-99.7% | $115-92.9% |