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.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $177,678 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,091 |
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 | $387,158 | $98,727+292.1% | $113,168+242.1% | $85,563+352.5% |
| Participation rate | 93.2% | 80.8%+12.4pp | 76.6%+16.7pp | 66.0%+27.3pp |
| Annual return | 17.51% | 17.43%+0.1pp | 24.27%-6.8pp | 31.51%-14.0pp |
| Employer contribution / active EE | $6,310 | $2,907+117.1% | $2,975+112.1% | $2,654+137.8% |
| Participant deferral / active EE | $8,449 | $5,424+55.8% | $5,107+65.4% | $4,375+93.1% |
| Admin fee / account holder | $435 | $357+21.9% | $12,068-96.4% | $834-47.9% |