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 BARNEY8+ 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) | $52,554 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,741 | $76,912+19.3% | $129,110-28.9% | $68,494+33.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | -17.30% | -9.78%-7.5pp | -10.94%-6.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $25,153 | $3,243+675.7% | $5,052+397.9% | $2,596+868.8% |
| Participant deferral / active EE | $0 | $4,732-100.0% | $6,542-100.0% | $4,027-100.0% |
| Admin fee / account holder | $211 | $6,638-96.8% | $14,302-98.5% | $5,403-96.1% |