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: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $11,595 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,216 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,107 | $79,171-31.7% | $102,423-47.2% | $74,495-27.4% |
| Participation rate | 87.8% | 74.8%+13.0pp | 76.5%+11.3pp | 67.2%+20.6pp |
| Annual return | 11.38% | 54.93%-43.6pp | 29.32%-17.9pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,295 | $2,362-45.2% | $3,023-57.2% | $2,623-50.6% |
| Participant deferral / active EE | $5,406 | $4,415+22.4% | $5,053+7.0% | $4,346+24.4% |
| Admin fee / account holder | $118 | $2,001-94.1% | $9,451-98.8% | $1,942-93.9% |