Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $45,062 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $26,502 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,314 | $88,087-10.0% | $164,866-51.9% | $74,546+6.4% |
| Participation rate | 89.5% | 73.1%+16.4pp | 78.6%+10.9pp | 67.2%+22.3pp |
| Annual return | 14.22% | 17.27%-3.1pp | 69.97%-55.8pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $2,613 | $2,595+0.7% | $4,343-39.8% | $2,624-0.4% |
| Participant deferral / active EE | $6,162 | $4,499+37.0% | $6,033+2.1% | $4,347+41.7% |
| Admin fee / account holder | $339 | $2,232-84.8% | $12,689-97.3% | $1,944-82.5% |