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 BARNEY6 years Filed as: MORGAN STANLEY Service code 27 | Advisory (Plan) | $20,412 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,094 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,170 | $59,417+9.7% | $93,606-30.4% | $74,495-12.5% |
| Participation rate | 53.0% | 59.7%-6.7pp | 68.7%-15.7pp | 67.2%-14.2pp |
| Annual return | 10.68% | 81.83%-71.2pp | 133.20%-122.5pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $2,016 | $1,264+59.5% | $2,420-16.7% | $2,623-23.2% |
| Participant deferral / active EE | $4,593 | $3,050+50.6% | $4,411+4.1% | $4,346+5.7% |
| Admin fee / account holder | $305 | $3,021-89.9% | $8,285-96.3% | $1,942-84.3% |