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 BARNEY6+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 13-2655998 | Advisory (Plan) | $80,000 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $67,506 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $161,729 | $100,801+60.4% | $149,696+8.0% | $73,409+120.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 14.60% | 265.34%-250.7pp | 276.60%-262.0pp | 59.29%-44.7pp |
| Employer contribution / active EE | $1,322 | $3,312-60.1% | $4,644-71.5% | $2,234-40.8% |
| Participant deferral / active EE | $10,199 | $6,404+59.3% | $6,842+49.1% | $3,805+168.0% |
| Admin fee / account holder | $374 | $181+107.1% | $9,309-96.0% | $158+137.1% |