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 | $105,824 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: SBHU/MORGAN STANLEY SMITH BARNEY Service code 22 | Insurance Broker | $60,869 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: SBHU/MORGAN STANLEY SMITH BARNEY LL 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 | $142,945 | $64,119+122.9% | $112,228+27.4% | $66,914+113.6% |
| Participation rate | 98.4% | 68.5%+29.9pp | 75.1%+23.4pp | 69.8%+28.6pp |
| Annual return | -16.98% | -13.81%-3.2pp | 27.45%-44.4pp | 1.58%-18.6pp |
| Employer contribution / active EE | $4,674 | $3,005+55.5% | $3,635+28.6% | $2,544+83.7% |
| Participant deferral / active EE | $10,961 | $3,693+196.8% | $4,728+131.8% | $4,237+158.7% |
| Admin fee / account holder | $645 | $625+3.2% | $6,410-89.9% | $593+8.8% |