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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $89,148 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: SBHU/MORGAN STANLEY SMITH BARNEY Service code 22 | Insurance Broker | $62,122 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 13-2896238 | Insurance Broker | $0 |
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 | $147,260 | $69,362+112.3% | $101,248+45.4% | $73,488+100.4% |
| Participation rate | 96.1% | 68.4%+27.7pp | 75.8%+20.3pp | 70.7%+25.4pp |
| Annual return | 18.39% | 18.46%-0.1pp | 46.47%-28.1pp | 28.51%-10.1pp |
| Employer contribution / active EE | $4,618 | $2,628+75.7% | $3,660+26.2% | $2,270+103.4% |
| Participant deferral / active EE | $11,014 | $3,300+233.8% | $4,370+152.0% | $3,740+194.5% |
| Admin fee / account holder | $554 | $704-21.3% | $5,945-90.7% | $513+7.9% |