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 BARNEY2 years Filed as: MORGAN STANLEY DOMESTIC Service code 26 · EIN 20-8764829 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Participants) | $33,560 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $3,157 |
Service code 26 · EIN 30-0132728 22 WEST WAVERLY DRIVE · EAST BRUNSWICK, NJ 08816 | Advisory (Participants) | $1,435 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,539 | $101,317-47.2% | $146,958-63.6% | $74,495-28.1% |
| Participation rate | 80.6% | 75.5%+5.0pp | 82.2%-1.6pp | 67.2%+13.4pp |
| Annual return | 16.22% | 8730.91%-8714.7pp | 418.34%-402.1pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $1,391 | $3,810-63.5% | $4,933-71.8% | $2,623-47.0% |
| Participant deferral / active EE | $7,075 | $7,303-3.1% | $8,070-12.3% | $4,346+62.8% |
| Admin fee / account holder | $339 | $1,739-80.5% | $12,998-97.4% | $1,942-82.6% |