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 · EIN 26-4310632 | Advisory (Plan) | $33,907 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,955 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,778 |
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 | $115,636 | $76,050+52.1% | $96,544+19.8% | $71,457+61.8% |
| Participation rate | 96.0% | 74.4%+21.6pp | 76.0%+20.1pp | 67.9%+28.1pp |
| Annual return | 23.25% | 22.81%+0.4pp | 25.84%-2.6pp | 28.85%-5.6pp |
| Employer contribution / active EE | $3,901 | $2,244+73.8% | $2,965+31.6% | $2,588+50.8% |
| Participant deferral / active EE | $9,267 | $4,215+119.8% | $4,851+91.0% | $4,289+116.1% |
| Admin fee / account holder | $363 | $2,707-86.6% | $8,252-95.6% | $1,587-77.1% |