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 BARNEY2 years Filed as: MORGAN STANLEY LLC Service code 19 · EIN 20-8764829 456 W. FOOTHILL BLVD. · CALREMONT, CA 91711 | Securities Custodian | $8,050 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,950 | $64,119+15.3% | $112,228-34.1% | $66,914+10.5% |
| Participation rate | 98.3% | 68.5%+29.8pp | 75.1%+23.3pp | 69.8%+28.5pp |
| Annual return | -2.65% | -13.81%+11.2pp | 27.45%-30.1pp | 1.58%-4.2pp |
| Employer contribution / active EE | $11,951 | $3,005+297.7% | $3,635+228.8% | $2,544+369.7% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $56 | $625-91.0% | $6,410-99.1% | $593-90.5% |