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 8-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 |
|---|---|---|
FIDUCIARY CONSULTING GROUP8+ years Filed as: FIDUCIARY CONSULTING GROUP INC Service code 14 1832 WARD DR STE 101 PO BOX 11408 · MURFREESBORO, TN 37129 | Plan Administrator | $31,877 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,151 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 26 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Participants) | $24,960 |
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 | $70,157 | $62,327+12.6% | $120,354-41.7% | $74,495-5.8% |
| Participation rate | 88.3% | 56.8%+31.5pp | 71.9%+16.4pp | 67.2%+21.1pp |
| Annual return | 11.37% | 18.61%-7.2pp | 107.15%-95.8pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $3,857 | $1,843+109.2% | $3,463+11.4% | $2,623+47.0% |
| Participant deferral / active EE | $7,985 | $2,893+176.0% | $4,991+60.0% | $4,346+83.7% |
| Admin fee / account holder | $553 | $2,396-76.9% | $9,423-94.1% | $1,942-71.5% |