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 · EIN 20-8764829 | Advisory (Plan) | $35,307 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $16,926 |
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 | $124,445 | $77,314+61.0% | $177,989-30.1% | $80,856+53.9% |
| Participation rate | 82.3% | 65.7%+16.6pp | 77.1%+5.2pp | 67.6%+14.7pp |
| Annual return | 16.53% | 18.09%-1.6pp | 294.48%-278.0pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,426 | $2,292+5.9% | $3,949-38.6% | $2,755-11.9% |
| Participant deferral / active EE | $5,343 | $4,411+21.1% | $6,276-14.9% | $4,296+24.4% |
| Admin fee / account holder | $484 | $7,191-93.3% | $10,363-95.3% | $6,918-93.0% |