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 BARNEY7 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $38,584 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,162 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,118 |
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 | $123,338 | $79,171+55.8% | $102,423+20.4% | $74,495+65.6% |
| Participation rate | 97.1% | 74.8%+22.3pp | 76.5%+20.6pp | 67.2%+29.9pp |
| Annual return | 17.13% | 54.93%-37.8pp | 29.32%-12.2pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $3,479 | $2,362+47.3% | $3,023+15.1% | $2,623+32.6% |
| Participant deferral / active EE | $8,767 | $4,415+98.6% | $5,053+73.5% | $4,346+101.7% |
| Admin fee / account holder | $323 | $2,001-83.9% | $9,451-96.6% | $1,942-83.4% |