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 3-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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $35,766 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $17,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,482 | $57,281+17.8% | $86,612-22.1% | $75,163-10.2% |
| Participation rate | 53.2% | 63.2%-10.0pp | 71.7%-18.5pp | 67.2%-14.0pp |
| Annual return | 19.27% | 2670.75%-2651.5pp | 591.07%-571.8pp | 160.62%-141.3pp |
| Employer contribution / active EE | $2,058 | $2,314-11.1% | $3,022-31.9% | $2,670-22.9% |
| Participant deferral / active EE | $6,629 | $3,318+99.8% | $4,438+49.4% | $4,125+60.7% |
| Admin fee / account holder | $344 | $4,112-91.6% | $5,614-93.9% | $5,651-93.9% |