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 BARNEY6+ 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) | $57,379 |
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 | $81,499 | $72,554+12.3% | $138,135-41.0% | $73,488+10.9% |
| Participation rate | 99.0% | 74.8%+24.2pp | 78.7%+20.3pp | 70.7%+28.4pp |
| Annual return | 2.53% | 17.50%-15.0pp | 20.51%-18.0pp | 28.51%-26.0pp |
| Employer contribution / active EE | $3,055 | $3,511-13.0% | $5,587-45.3% | $2,270+34.6% |
| Participant deferral / active EE | $0 | $4,908-100.0% | $6,431-100.0% | $3,740-100.0% |
| Admin fee / account holder | $206 | $464-55.7% | $11,856-98.3% | $513-59.9% |