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 · EIN 20-8764829 | Advisory (Plan) | $28,451 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $15,319 |
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 | $83,251 | $69,010+20.6% | $159,960-48.0% | $68,494+21.5% |
| Participation rate | 85.9% | 65.4%+20.5pp | 78.0%+7.9pp | 67.9%+18.0pp |
| Annual return | -15.55% | -9.65%-5.9pp | 408.60%-424.2pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,275 | $2,213+2.8% | $4,226-46.2% | $2,596-12.4% |
| Participant deferral / active EE | $4,408 | $4,212+4.7% | $6,182-28.7% | $4,027+9.5% |
| Admin fee / account holder | $394 | $4,798-91.8% | $8,698-95.5% | $5,403-92.7% |