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 8-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 GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $26,381 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,495 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,077 | $101,317-44.7% | $146,958-61.8% | $74,495-24.7% |
| Participation rate | 97.4% | 75.5%+21.9pp | 82.2%+15.3pp | 67.2%+30.2pp |
| Annual return | 22.30% | 8730.91%-8708.6pp | 418.34%-396.0pp | 1364.94%-1342.6pp |
| Employer contribution / active EE | $3,646 | $3,810-4.3% | $4,933-26.1% | $2,623+39.0% |
| Participant deferral / active EE | $8,670 | $7,303+18.7% | $8,070+7.4% | $4,346+99.5% |
| Admin fee / account holder | $222 | $1,739-87.3% | $12,998-98.3% | $1,942-88.6% |