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 Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $48,452 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,666 |
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 13 · EIN 03-0271340 600 BLAIR PARK ROAD · WILLISTON, VT 05495 | Contract Administrator | $14,320 |
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 | $75,669 | $62,127+21.8% | $81,382-7.0% | $74,495+1.6% |
| Participation rate | 95.5% | 64.0%+31.4pp | 69.5%+26.0pp | 67.2%+28.3pp |
| Annual return | 12.26% | 16.48%-4.2pp | 24.73%-12.5pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $2,210 | $1,882+17.4% | $2,463-10.3% | $2,623-15.8% |
| Participant deferral / active EE | $4,723 | $3,229+46.3% | $3,883+21.6% | $4,346+8.7% |
| Admin fee / account holder | $363 | $1,934-81.2% | $5,768-93.7% | $1,942-81.3% |