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 · EIN 26-4310632 | Advisory (Plan) | $32,344 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,678 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,806 |
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 | $127,773 | $84,936+50.4% | $111,297+14.8% | $79,386+61.0% |
| Participation rate | 97.7% | 75.9%+21.8pp | 77.3%+20.3pp | 70.7%+27.0pp |
| Annual return | 17.71% | 17.45%+0.3pp | 54.65%-36.9pp | 116.85%-99.1pp |
| Employer contribution / active EE | $3,757 | $1,979+89.8% | $2,731+37.6% | $2,427+54.8% |
| Participant deferral / active EE | $9,013 | $3,888+131.8% | $4,487+100.9% | $4,046+122.8% |
| Admin fee / account holder | $445 | $537-17.2% | $7,964-94.4% | $626-29.0% |