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 BARNEY8 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $43,083 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,481 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,716 |
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 | $148,141 | $87,870+68.6% | $113,168+30.9% | $74,304+99.4% |
| Participation rate | 97.0% | 70.7%+26.3pp | 76.6%+20.5pp | 60.3%+36.7pp |
| Annual return | 19.33% | 26.44%-7.1pp | 24.27%-4.9pp | 29.43%-10.1pp |
| Employer contribution / active EE | $4,197 | $2,277+84.3% | $2,975+41.1% | $2,241+87.3% |
| Participant deferral / active EE | $10,247 | $4,241+141.6% | $5,107+100.7% | $3,767+172.0% |
| Admin fee / account holder | $380 | $3,368-88.7% | $12,068-96.9% | $2,969-87.2% |