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 BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $36,179 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,822 | $46,745+0.2% | $60,547-22.7% | $52,331-10.5% |
| Participation rate | 100.0% | 58.6%+41.4pp | 68.0%+32.0pp | 68.1%+31.9pp |
| Annual return | -2.38% | 0.61%-3.0pp | 335.64%-338.0pp | 4.54%-6.9pp |
| Employer contribution / active EE | $2,500 | $1,259+98.6% | $2,419+3.3% | $1,882+32.9% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $3,328-100.0% | $3,022-100.0% |
| Admin fee / account holder | $262 | $537-51.2% | $4,536-94.2% | $592-55.7% |