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 9-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 99 1300 THAMES STREET WHARF, 4TH FLOOR · BALTIMORE, MD 21231 | Other Fees | $53,000 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $47,960 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,316 | $104,475+184.6% | $159,436+86.5% | $79,386+274.5% |
| Participation rate | 80.1% | 76.6%+3.5pp | 82.8%-2.7pp | 70.7%+9.4pp |
| Annual return | 18.18% | 67.95%-49.8pp | 263.57%-245.4pp | 116.85%-98.7pp |
| Employer contribution / active EE | $14,669 | $3,417+329.3% | $4,829+203.7% | $2,427+504.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $435 | $711-38.9% | $10,799-96.0% | $626-30.6% |