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 Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $41,916 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,599 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,817 | $101,317-1.5% | $146,958-32.1% | $74,495+34.0% |
| Participation rate | 78.2% | 75.5%+2.7pp | 82.2%-4.0pp | 67.2%+11.0pp |
| Annual return | 12.99% | 8730.91%-8717.9pp | 418.34%-405.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $784 | $3,810-79.4% | $4,933-84.1% | $2,623-70.1% |
| Participant deferral / active EE | $7,635 | $7,303+4.5% | $8,070-5.4% | $4,346+75.7% |
| Admin fee / account holder | $339 | $1,739-80.5% | $12,998-97.4% | $1,942-82.5% |