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 BARNEY2 years Filed as: MORGAN STANLEY Service code 99 1585 BROADWAY · NEW YORK, NY 10036 | Other Fees | $28,777 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWICH VILLAGE, CO 80111 | Recordkeeping Fees | $14,568 |
THE BENEFIT PRACTICE2 years Service code 13 1055 WASHINGTON BLVD. SUITE 540 · STAMFORD, CT 06901 | Contract Administrator | $250 |
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 | $58,179 | $58,320-0.2% | $86,436-32.7% | $66,914-13.1% |
| Participation rate | 76.0% | 78.6%-2.6pp | 80.3%-4.4pp | 69.8%+6.2pp |
| Annual return | -17.04% | -9.71%-7.3pp | 4394.89%-4411.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,569 | $2,615-40.0% | $3,769-58.4% | $2,544-38.3% |
| Participant deferral / active EE | $9,233 | $6,899+33.8% | $6,952+32.8% | $4,237+117.9% |
| Admin fee / account holder | $357 | $546-34.6% | $6,731-94.7% | $593-39.8% |