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 BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $35,405 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $26,965 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,102 | $78,275-76.9% | $109,143-83.4% | $86,799-79.1% |
| Participation rate | 86.9% | 73.8%+13.0pp | 75.9%+11.0pp | 72.3%+14.6pp |
| Annual return | 14.49% | 19.14%-4.7pp | 25.75%-11.3pp | 97.91%-83.4pp |
| Employer contribution / active EE | $577 | $3,105-81.4% | $3,722-84.5% | $2,405-76.0% |
| Participant deferral / active EE | $1,961 | $3,641-46.1% | $4,653-57.9% | $4,131-52.5% |
| Admin fee / account holder | $24 | $198-87.9% | $6,752-99.6% | $170-85.9% |