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 BARNEY4 years Filed as: MORGAN STANLEY Service code 27 1300 THAMES ST WHARF 4TH FL · BALTIMORE, MD 21231 | Advisory (Plan) | $62,633 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,486 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,002 | $104,475+72.3% | $159,436+12.9% | $79,386+126.7% |
| Participation rate | 72.9% | 76.6%-3.7pp | 82.8%-9.9pp | 70.7%+2.2pp |
| Annual return | 14.97% | 67.95%-53.0pp | 263.57%-248.6pp | 116.85%-101.9pp |
| Employer contribution / active EE | $3,329 | $3,417-2.6% | $4,829-31.1% | $2,427+37.1% |
| Participant deferral / active EE | $8,801 | $6,467+36.1% | $7,352+19.7% | $4,046+117.6% |
| Admin fee / account holder | $8 | $711-98.9% | $10,799-99.9% | $626-98.7% |