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 BARNEY2 years Service code 55 · EIN 26-4310632 | Other Commissions | $17,056 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,633 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,997 | $60,323-2.2% | $81,812-27.9% | $74,495-20.8% |
| Participation rate | 86.1% | 62.9%+23.3pp | 72.3%+13.8pp | 67.2%+18.9pp |
| Annual return | 15.78% | 16.90%-1.1pp | 773.79%-758.0pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $4,037 | $2,620+54.1% | $2,912+38.6% | $2,623+53.9% |
| Participant deferral / active EE | $7,763 | $3,387+129.2% | $4,319+79.8% | $4,346+78.6% |
| Admin fee / account holder | $12 | $1,486-99.2% | $7,386-99.8% | $1,942-99.4% |