Filed January 6, 2026
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 BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST WHARF 4TH FL · BALTIMORE, MD 21231 | Advisory (Plan) | $52,790 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $6,038 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,635 | $89,652+33.4% | $141,162-15.2% | $65,185+83.5% |
| Participation rate | 81.7% | 74.7%+7.0pp | 82.5%-0.8pp | 70.2%+11.5pp |
| Annual return | 22.01% | 32.79%-10.8pp | 71.39%-49.4pp | 29.38%-7.4pp |
| Employer contribution / active EE | $3,969 | $3,065+29.5% | $4,735-16.2% | $2,177+82.4% |
| Participant deferral / active EE | $8,737 | $5,691+53.5% | $6,709+30.2% | $3,514+148.7% |
| Admin fee / account holder | $366 | $569-35.6% | $10,261-96.4% | $847-56.8% |