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 WEALTH MANAGEMENT Service code 26 16644 WEST BERNARDO DRIVE · SAN DIEGO, CA 92127 | Advisory (Participants) | $17,208 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,335 | $89,355-48.1% | $141,162-67.2% | $72,985-36.5% |
| Participation rate | 96.2% | 75.1%+21.1pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 20.17% | 111.85%-91.7pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,191 | $5,418+32.7% | $6,709+7.2% | $3,607+99.3% |
| Admin fee / account holder | $142 | $5,958-97.6% | $10,261-98.6% | $5,124-97.2% |