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 BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $49,770 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $500 |
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 | $183,921 | $50,958+260.9% | $74,550+146.7% | $64,186+186.5% |
| Participation rate | 82.4% | 61.1%+21.4pp | 69.1%+13.3pp | 69.6%+12.8pp |
| Annual return | -4.89% | -1.86%-3.0pp | 32.53%-37.4pp | 7.63%-12.5pp |
| Employer contribution / active EE | $8,349 | $1,115+648.6% | $1,961+325.8% | $2,381+250.7% |
| Participant deferral / active EE | $8,049 | $2,301+249.7% | $3,108+159.0% | $3,470+132.0% |
| Admin fee / account holder | $4 | $4,223-99.9% | $5,060-99.9% | $4,888-99.9% |