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 | $123,295 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: SBHU/MORGAN STANLEY SMITH BARNEY LL Service code 22 · EIN 13-2896238 | Insurance Broker | $71,535 |
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 | $193,034 | $80,724+139.1% | $103,333+86.8% | $74,495+159.1% |
| Participation rate | 99.1% | 65.7%+33.4pp | 74.5%+24.6pp | 67.2%+31.9pp |
| Annual return | 13.66% | 27.56%-13.9pp | 24.88%-11.2pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $2,064 | $3,157-34.6% | $3,868-46.6% | $2,623-21.3% |
| Participant deferral / active EE | $13,312 | $3,860+244.8% | $5,057+163.2% | $4,346+206.3% |
| Admin fee / account holder | $822 | $2,368-65.3% | $8,355-90.2% | $1,942-57.7% |