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 BARNEY8 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $58,534 |
MCNAMARA SALVIA INC1 year Service code 99 1 FEDERAL ST STE 3710 · BOSTON, MA 02110 | Other Fees | $18,933 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $2,200 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,050 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,691 | $100,923+149.4% | $150,045+67.7% | $74,304+238.7% |
| Participation rate | 86.2% | 70.1%+16.1pp | 82.3%+3.9pp | 60.3%+25.8pp |
| Annual return | 18.96% | 51.77%-32.8pp | 62.55%-43.6pp | 29.43%-10.5pp |
| Employer contribution / active EE | $4,086 | $3,463+18.0% | $4,693-12.9% | $2,241+82.3% |
| Participant deferral / active EE | $11,046 | $6,709+64.6% | $7,997+38.1% | $3,767+193.2% |
| Admin fee / account holder | $507 | $2,767-81.7% | $13,435-96.2% | $2,969-82.9% |