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 |
|---|---|---|
Filed as: MORGANSTANLEYSMITHBARNEYLLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $32,260 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,083 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,231 | $60,323-11.8% | $81,812-34.9% | $74,495-28.5% |
| Participation rate | 82.4% | 62.9%+19.6pp | 72.3%+10.1pp | 67.2%+15.2pp |
| Annual return | 13.85% | 16.90%-3.1pp | 773.79%-759.9pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $2,393 | $2,620-8.7% | $2,912-17.8% | $2,623-8.7% |
| Participant deferral / active EE | $5,064 | $3,387+49.5% | $4,319+17.3% | $4,346+16.5% |
| Admin fee / account holder | $250 | $1,486-83.1% | $7,386-96.6% | $1,942-87.1% |