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 BARNEY11+ years Service code 19 · EIN 20-8764829 5250 N PALM AVE · FRESNO, CA 93704 | Securities Custodian | $58,902 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $3,277 |
Filed as: WILSHIRE ADVISORS LLC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,686 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY Service code 15 | Recordkeeping | $0 |
Filed as: MORGAN STANLEY BANK N.A. Service code 33 | Securities brokerage; Other commissio... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,208 | $71,370+61.4% | $198,754-42.0% | $71,370+61.4% |
| Participation rate | 100.0% | 55.1%+44.9pp | 81.4%+18.6pp | 55.1%+44.9pp |
| Annual return | 14.58% | 15.87%-1.3pp | 4947.04%-4932.5pp | 15.87%-1.3pp |
| Employer contribution / active EE | $2,594 | $1,874+38.4% | $4,008-35.3% | $1,874+38.4% |
| Participant deferral / active EE | $3,774 | $2,656+42.1% | $4,138-8.8% | $2,656+42.1% |
| Admin fee / account holder | $7 | $6,050-99.9% | $12,082-99.9% | $6,050-99.9% |