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 GLOBAL BANKING OPER Service code 27 · EIN 26-4310632 | Advisory (Plan) | $69,272 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,096 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,419 |
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 | $95,897 | $69,231+38.5% | $91,989+4.2% | $67,579+41.9% |
| Participation rate | 98.0% | 78.9%+19.1pp | 78.6%+19.4pp | 71.3%+26.7pp |
| Annual return | 25.06% | 32.03%-7.0pp | 69.02%-44.0pp | 378.56%-353.5pp |
| Employer contribution / active EE | $4,949 | $2,284+116.7% | $3,452+43.4% | $2,148+130.4% |
| Participant deferral / active EE | $10,333 | $5,854+76.5% | $5,923+74.5% | $3,539+191.9% |
| Admin fee / account holder | $98 | $107-8.8% | $7,743-98.7% | $142-31.2% |