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 BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $462,191 |
L. 363 R.E. CORP.4+ years Service code 50 · EIN 13-3645853 | Direct Payment | $16,167 |
MSPC4+ years Service code 10 · EIN 22-2951202 | Accounting | $15,820 |
Filed as: ARCHER, BYINGTON LLP Service code 29 · EIN 26-0873462 | Legal | $9,178 |
Filed as: BERNARD & ASSOCIATES Service code 15 · EIN 13-3774222 | Recordkeeping | $7,000 |
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 | $55,834 | $60,396-7.6% | $83,848-33.4% | $75,289-25.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -3.49% | 3.84%-7.3pp | 850.88%-854.4pp | -0.04%-3.4pp |
| Employer contribution / active EE | $4,149 | $3,343+24.1% | $3,631+14.3% | $2,405+72.5% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $357 | $141+152.7% | $5,478-93.5% | $102+248.8% |