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 BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 16 · EIN 20-8764829 | Consulting | $25,751 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,019 | $69,010+7.3% | $159,960-53.7% | $68,494+8.1% |
| Participation rate | 60.3% | 65.4%-5.1pp | 78.0%-17.7pp | 67.9%-7.6pp |
| Annual return | -17.10% | -9.65%-7.5pp | 408.60%-425.7pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,796 | $2,213+71.5% | $4,226-10.2% | $2,596+46.2% |
| Participant deferral / active EE | $6,433 | $4,212+52.7% | $6,182+4.0% | $4,027+59.7% |
| Admin fee / account holder | $317 | $4,798-93.4% | $8,698-96.4% | $5,403-94.1% |