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 · EIN 20-8764829 | Advisory (Plan) | $28,211 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $13,241 |
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 | $100,616 | $70,669+42.4% | $169,368-40.6% | $75,163+33.9% |
| Participation rate | 88.4% | 64.8%+23.6pp | 77.1%+11.3pp | 67.2%+21.2pp |
| Annual return | 19.31% | 36.36%-17.1pp | 405.60%-386.3pp | 160.62%-141.3pp |
| Employer contribution / active EE | $2,372 | $2,211+7.3% | $4,013-40.9% | $2,670-11.2% |
| Participant deferral / active EE | $4,876 | $4,311+13.1% | $6,221-21.6% | $4,125+18.2% |
| Admin fee / account holder | $370 | $5,402-93.1% | $9,003-95.9% | $5,651-93.5% |