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 GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $40,900 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,607 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,625 | $62,127+68.4% | $81,382+28.6% | $74,495+40.4% |
| Participation rate | 86.6% | 64.0%+22.6pp | 69.5%+17.1pp | 67.2%+19.4pp |
| Annual return | 9.06% | 16.48%-7.4pp | 24.73%-15.7pp | 1364.94%-1355.9pp |
| Employer contribution / active EE | $1,855 | $1,882-1.4% | $2,463-24.7% | $2,623-29.3% |
| Participant deferral / active EE | $2,949 | $3,229-8.7% | $3,883-24.1% | $4,346-32.2% |
| Admin fee / account holder | $306 | $1,934-84.2% | $5,768-94.7% | $1,942-84.2% |