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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $22,543 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,839 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,503 | $100,923-40.1% | $150,045-59.7% | $74,304-18.6% |
| Participation rate | 85.6% | 70.1%+15.5pp | 82.3%+3.3pp | 60.3%+25.3pp |
| Annual return | 18.02% | 51.77%-33.8pp | 62.55%-44.5pp | 29.43%-11.4pp |
| Employer contribution / active EE | $3,223 | $3,463-6.9% | $4,693-31.3% | $2,241+43.8% |
| Participant deferral / active EE | $5,897 | $6,709-12.1% | $7,997-26.3% | $3,767+56.5% |
| Admin fee / account holder | $245 | $2,767-91.1% | $13,435-98.2% | $2,969-91.7% |