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 BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $94,410 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $77,040 |
WIPFLI LLP4 years Service code 10 · EIN 39-0758449 | Accounting | $17,400 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST COMPANY N.A. Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $386,002 | $82,664+367.0% | $125,339+208.0% | $68,494+463.6% |
| Participation rate | 91.2% | 75.0%+16.2pp | 82.4%+8.8pp | 67.9%+23.3pp |
| Annual return | -17.04% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $10,148 | $3,381+200.1% | $4,814+110.8% | $2,596+290.9% |
| Participant deferral / active EE | $9,937 | $6,110+62.6% | $7,446+33.4% | $4,027+146.7% |
| Admin fee / account holder | $1,181 | $6,275-81.2% | $10,010-88.2% | $5,403-78.1% |