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 9-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 |
|---|---|---|
Filed as: MORGANSTANLEYSMITHBARNEYLLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $76,737 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,725 |
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 | $68,359 | $45,031+51.8% | $84,966-19.5% | $77,643-12.0% |
| Participation rate | 80.2% | 48.7%+31.5pp | 67.5%+12.7pp | 70.6%+9.6pp |
| Annual return | 15.56% | 79.22%-63.7pp | 66.38%-50.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $3,679 | $1,609+128.6% | $2,727+34.9% | $2,726+35.0% |
| Participant deferral / active EE | $6,738 | $2,807+140.0% | $4,519+49.1% | $4,647+45.0% |
| Admin fee / account holder | $309 | $912-66.1% | $6,149-95.0% | $430-28.3% |