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 |
|---|---|---|
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
MORGAN STANLEY SMITH BARNEY7+ 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 | $46,247 | $26,549+74.2% | $61,373-24.6% | $66,914-30.9% |
| Participation rate | 84.1% | 38.1%+46.1pp | 52.6%+31.6pp | 69.8%+14.3pp |
| Annual return | -16.64% | -16.21%-0.4pp | 338.61%-355.2pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,488 | $651+128.4% | $1,159+28.3% | $2,544-41.5% |
| Participant deferral / active EE | $3,241 | $1,338+142.2% | $2,125+52.5% | $4,237-23.5% |
| Admin fee / account holder | $8 | $409-98.0% | $2,130-99.6% | $593-98.6% |