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 BARNEY5 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $26,427 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,058 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,536 | $144,511-35.3% | $67,502+38.6% | - |
| Participation rate | 96.0% | 69.6%+26.3pp | 72.9%+23.1pp | - |
| Annual return | 16.03% | 20.96%-4.9pp | 3512.12%-3496.1pp | - |
| Employer contribution / active EE | $3,898 | $2,331+67.3% | $2,731+42.8% | - |
| Participant deferral / active EE | $5,089 | $3,447+47.6% | $4,000+27.2% | - |
| Admin fee / account holder | $293 | $8,271-96.5% | $3,998-92.7% | - |