See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 50 · EIN 26-4310632 | Direct Payment | $26,374 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $10,874 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,476 | $119,446+24.3% | $150,045-1.0% | $85,563+73.5% |
| Participation rate | 94.4% | 75.4%+19.0pp | 82.3%+12.1pp | 66.0%+28.4pp |
| Annual return | 15.33% | 23.72%-8.4pp | 62.55%-47.2pp | 31.51%-16.2pp |
| Employer contribution / active EE | $4,079 | $4,0780% | $4,693-13.1% | $2,654+53.7% |
| Participant deferral / active EE | $11,569 | $7,985+44.9% | $7,997+44.7% | $4,375+164.4% |
| Admin fee / account holder | $90 | $548-83.5% | $13,435-99.3% | $834-89.2% |