See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: LC MORGAN STANLEY Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $40,203 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $23,734 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,604 | $59,417-30.0% | $93,606-55.6% | $74,495-44.2% |
| Participation rate | 78.8% | 59.7%+19.1pp | 68.7%+10.1pp | 67.2%+11.6pp |
| Annual return | 14.65% | 81.83%-67.2pp | 133.20%-118.5pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $1,547 | $1,264+22.4% | $2,420-36.1% | $2,623-41.0% |
| Participant deferral / active EE | $4,043 | $3,050+32.5% | $4,411-8.4% | $4,346-7.0% |
| Admin fee / account holder | $296 | $3,021-90.2% | $8,285-96.4% | $1,942-84.8% |