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 BARNEY3 years Filed as: MORGAN STANLEY Service code 99 1585 BROADWAY · NEW YORK, NY 10036 | Other Fees | $28,993 |
Filed as: EMPOWER LIFE AND ANNUITY INS. CO Service code 64 8515 EAST ORCHARD ROAD · GREENWICH VILLAGE, CO 80111 | Recordkeeping Fees | $14,677 |
THE BENEFIT PRACTICE3 years Service code 13 1055 WASHINGTON BLVD. SUITE 540 · STAMFORD, CT 06901 | Contract Administrator | $1,475 |
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 | $68,195 | $69,477-1.8% | $94,646-27.9% | $71,457-4.6% |
| Participation rate | 82.0% | 78.4%+3.5pp | 80.8%+1.2pp | 67.9%+14.1pp |
| Annual return | 23.68% | 29.66%-6.0pp | 156.71%-133.0pp | 28.85%-5.2pp |
| Employer contribution / active EE | $1,508 | $2,853-47.1% | $3,672-58.9% | $2,588-41.7% |
| Participant deferral / active EE | $9,433 | $7,345+28.4% | $7,418+27.2% | $4,289+120.0% |
| Admin fee / account holder | $310 | $1,210-74.4% | $7,231-95.7% | $1,587-80.5% |