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 BARNEY7 years Filed as: MORGAN STANLEY GLOBAL BANKING OPS Service code 99 · EIN 11-1000111 | Other Fees | $29,250 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN FIDUCIARY CORPORATION Service code 49 · EIN 04-2484178 200 RESERVOIR STREET, SUITE 100 · NEEDHAM, MA 02494 | Other Services | $14,573 |
Filed as: MORGAN STANLEY Service code 99 · EIN 26-4310844 | Other Fees | $9,750 |
Filed as: VOYA RETIREMENT INSURANCE AND ANN C Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 | $131,304 | $84,487+55.4% | $125,339+4.8% | $66,914+96.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -15.47% | -8.39%-7.1pp | 572.05%-587.5pp | 1.58%-17.1pp |
| Employer contribution / active EE | $4,994 | $3,553+40.6% | $4,814+3.8% | $2,544+96.3% |
| Participant deferral / active EE | $10,589 | $6,781+56.2% | $7,446+42.2% | $4,237+149.9% |
| Admin fee / account holder | $451 | $685-34.2% | $10,010-95.5% | $593-24.0% |