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 BARNEY9+ 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) | $53,037 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,391 | $86,891-4.0% | $142,449-41.5% | $75,163+10.9% |
| Participation rate | 71.1% | 68.5%+2.6pp | 76.8%-5.7pp | 67.2%+3.9pp |
| Annual return | -13.36% | 23.31%-36.7pp | 19.99%-33.3pp | 160.62%-174.0pp |
| Employer contribution / active EE | $20,026 | $3,355+496.9% | $4,847+313.1% | $2,670+650.1% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $6,283-100.0% | $4,125-100.0% |
| Admin fee / account holder | $215 | $7,299-97.1% | $10,011-97.9% | $5,651-96.2% |