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 |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,106 |
MORGAN STANLEY SMITH BARNEY3 years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $35,151 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $12,065 |
PENSION FINANCIAL SERVICES, INC.7+ years Filed as: PENSION FINANCIAL SERVICES Service code 13 3700 CRESTWOOD PARKWAY · DULUTH, GA 300955585 | Contract Administrator | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,897 | $84,936+8.2% | $111,297-17.4% | $79,386+15.8% |
| Participation rate | 95.3% | 75.9%+19.5pp | 77.3%+18.0pp | 70.7%+24.6pp |
| Annual return | 11.70% | 17.45%-5.8pp | 54.65%-43.0pp | 116.85%-105.2pp |
| Employer contribution / active EE | $2,773 | $1,979+40.1% | $2,731+1.5% | $2,427+14.2% |
| Participant deferral / active EE | $4,072 | $3,888+4.7% | $4,487-9.3% | $4,046+0.7% |
| Admin fee / account holder | $337 | $537-37.3% | $7,964-95.8% | $626-46.2% |