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 SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $74,699 |
Service code 37 · EIN 04-2647786 | Loan Processing | $48,244 |
APRIO LLP3 years Service code 10 · EIN 57-1157523 | Accounting | $19,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,440 | $119,446+24.3% | $150,045-1.1% | $85,563+73.5% |
| Participation rate | 98.1% | 75.4%+22.6pp | 82.3%+15.7pp | 66.0%+32.1pp |
| Annual return | 29.41% | 23.72%+5.7pp | 62.55%-33.1pp | 31.51%-2.1pp |
| Employer contribution / active EE | $11,965 | $4,078+193.4% | $4,693+155.0% | $2,654+350.9% |
| Participant deferral / active EE | $12,430 | $7,985+55.7% | $7,997+55.4% | $4,375+184.1% |
| Admin fee / account holder | $335 | $548-38.7% | $13,435-97.5% | $834-59.8% |