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 BARNEY4 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 26 16644 WEST BERNARDO DRIVE · SAN DIEGO, CA 92127 | Advisory (Participants) | $19,683 |
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 | $67,537 | $105,181-35.8% | $159,436-57.6% | $85,850-21.3% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.8%+10.2pp | 69.3%+23.7pp |
| Annual return | 13.94% | 45.07%-31.1pp | 263.57%-249.6pp | 318.53%-304.6pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,056 | $5,945+35.5% | $7,352+9.6% | $3,952+103.9% |
| Admin fee / account holder | $180 | $6,933-97.4% | $10,799-98.3% | $6,260-97.1% |