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 SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $56,943 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,115 | $122,239-28.7% | $184,203-52.7% | $74,495+16.9% |
| Participation rate | 93.1% | 85.5%+7.6pp | 86.8%+6.3pp | 67.2%+25.9pp |
| Annual return | 14.91% | 19.95%-5.0pp | 28.81%-13.9pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $2,587 | $4,537-43.0% | $6,427-59.8% | $2,623-1.4% |
| Participant deferral / active EE | $4,784 | $7,139-33.0% | $9,131-47.6% | $4,346+10.1% |
| Admin fee / account holder | $15 | $1,260-98.8% | $13,901-99.9% | $1,942-99.2% |