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 BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 11-3658445 3840 KILROY AIRPORT WAY SUITE 400 · LONG BEACH, CA 90806 | Advisory (Plan) | $57,097 |
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 | $85,486 | $92,985-8.1% | $153,485-44.3% | $80,856+5.7% |
| Participation rate | 97.5% | 69.0%+28.5pp | 77.1%+20.4pp | 67.6%+29.8pp |
| Annual return | -3.53% | 19.95%-23.5pp | 15.65%-19.2pp | 35.59%-39.1pp |
| Employer contribution / active EE | $22,341 | $3,507+537.0% | $5,039+343.4% | $2,755+711.0% |
| Participant deferral / active EE | $0 | $5,178-100.0% | $6,757-100.0% | $4,296-100.0% |
| Admin fee / account holder | $243 | $8,880-97.3% | $12,724-98.1% | $6,918-96.5% |