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 BARNEY6 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 26 16644 WEST BERNARDO DRIVE · SAN DIEGO, CA 92127 | Advisory (Participants) | $16,682 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,716 | $93,571-45.8% | $135,903-62.7% | $75,163-32.5% |
| Participation rate | 95.9% | 75.2%+20.7pp | 81.9%+14.0pp | 67.2%+28.7pp |
| Annual return | 13.82% | 30.90%-17.1pp | 68.23%-54.4pp | 160.62%-146.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,597 | $6,404+49.9% | $7,758+23.7% | $4,125+132.7% |
| Admin fee / account holder | $153 | $6,975-97.8% | $10,762-98.6% | $5,651-97.3% |