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 BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OPER Service code 27 · EIN 26-4310632 | Advisory (Plan) | $69,511 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,217 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$28,265 |
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 | $73,179 | $62,543+17.0% | $83,333-12.2% | $55,725+31.3% |
| Participation rate | 99.2% | 78.4%+20.8pp | 77.8%+21.5pp | 70.9%+28.4pp |
| Annual return | -6.20% | 14.85%-21.1pp | 10.63%-16.8pp | 244.93%-251.1pp |
| Employer contribution / active EE | $4,357 | $2,427+79.5% | $3,379+29.0% | $2,078+109.7% |
| Participant deferral / active EE | $10,616 | $5,682+86.8% | $5,565+90.8% | $3,356+216.4% |
| Admin fee / account holder | $88 | $103-15.0% | $7,510-98.8% | $115-23.9% |