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 BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST WHARF 4TH FL · BALTIMORE, MD 21231 | Advisory (Plan) | $47,330 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $3,365 |
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 | $144,160 | $99,957+44.2% | $149,696-3.7% | $73,488+96.2% |
| Participation rate | 84.7% | 75.7%+9.0pp | 82.5%+2.2pp | 70.7%+14.0pp |
| Annual return | 16.89% | 53.87%-37.0pp | 276.60%-259.7pp | 28.51%-11.6pp |
| Employer contribution / active EE | $3,813 | $3,191+19.5% | $4,644-17.9% | $2,270+68.0% |
| Participant deferral / active EE | $9,303 | $6,073+53.2% | $6,842+36.0% | $3,740+148.8% |
| Admin fee / account holder | $308 | $551-44.1% | $9,309-96.7% | $513-40.0% |