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 27 600 LONGWATER DRIVE · NORWELL, MA 02061 | Advisory (Plan) | $116,378 |
SENTINEL PENSION ADVISORS8+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $110,531 |
NATIONAL FINANCIAL SERVICES4 years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $24,644 |
RSM US LLP8+ years Service code 10 · EIN 42-0714325 | Accounting | $22,628 |
RELIANCE TRUST COMPANY8+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $8,551 |
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 | $196,808 | $82,202+139.4% | $125,339+57.0% | $64,808+203.7% |
| Participation rate | 99.6% | 77.9%+21.8pp | 82.4%+17.3pp | 71.5%+28.2pp |
| Annual return | -16.99% | 3.48%-20.5pp | 572.05%-589.0pp | 32.82%-49.8pp |
| Employer contribution / active EE | $5,605 | $3,615+55.0% | $4,814+16.4% | $2,506+123.7% |
| Participant deferral / active EE | $8,920 | $7,175+24.3% | $7,446+19.8% | $4,310+106.9% |
| Admin fee / account holder | $357 | $163+119.0% | $10,010-96.4% | $188+90.3% |