Filed January 21, 2022
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 BARNEY1+ years Filed as: MORGAN STANLEY / SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,723 | $80,753-70.6% | $136,294-82.6% | $62,292-61.9% |
| Participation rate | 69.2% | 73.5%-4.3pp | 81.9%-12.7pp | 69.5%-0.3pp |
| Annual return | 0.00% | 35.83%-35.8pp | 5155.94%-5155.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $2,827 | $2,884-2.0% | $4,695-39.8% | $2,042+38.4% |
| Participant deferral / active EE | $6,308 | $5,164+22.2% | $6,247+1.0% | $3,169+99.1% |
| Admin fee / account holder | $7 | $525-98.8% | $9,243-99.9% | $479-98.6% |