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 BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 6700 E PACIFIC COAST HWY STE 110 · LONG BEACH, CA 90803 | Advisory (Plan) | $56,790 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,852 | $67,703+25.3% | $127,761-33.6% | $65,185+30.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 79.0%+21.0pp | 70.2%+29.8pp |
| Annual return | 7.51% | 24.36%-16.9pp | 26.14%-18.6pp | 29.38%-21.9pp |
| Employer contribution / active EE | $13,804 | $3,724+270.7% | $4,574+201.8% | $2,177+534.2% |
| Participant deferral / active EE | $0 | $4,787-100.0% | $6,021-100.0% | $3,514-100.0% |
| Admin fee / account holder | $212 | $618-65.8% | $9,395-97.7% | $847-75.0% |