See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Service code 55 · EIN 26-4310632 | Other Commissions | $18,206 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,167 | $54,350-37.1% | $82,719-58.7% | $68,494-50.1% |
| Participation rate | 97.7% | 63.9%+33.8pp | 72.6%+25.1pp | 67.9%+29.8pp |
| Annual return | -18.06% | -13.67%-4.4pp | 701.18%-719.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $936 | $2,218-57.8% | $3,009-68.9% | $2,596-64.0% |
| Participant deferral / active EE | $4,008 | $3,246+23.5% | $4,395-8.8% | $4,027-0.5% |
| Admin fee / account holder | $43 | $4,395-99.0% | $5,329-99.2% | $5,403-99.2% |