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 DOMESTIC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $28,793 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,133 |
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 | $64,995 | $84,487-23.1% | $125,339-48.1% | $66,914-2.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -15.84% | -8.39%-7.4pp | 572.05%-587.9pp | 1.58%-17.4pp |
| Employer contribution / active EE | $2,462 | $3,553-30.7% | $4,814-48.8% | $2,544-3.2% |
| Participant deferral / active EE | $5,005 | $6,781-26.2% | $7,446-32.8% | $4,237+18.1% |
| Admin fee / account holder | $337 | $685-50.8% | $10,010-96.6% | $593-43.2% |