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 BARNEY8 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $39,415 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $27,664 |
Filed as: CBIZ BENEFITS & INS SERVICES INC. Service code 13 PO BOX 632886 · CINCINNATI, OH 45263 | Contract Administrator | $1,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,382 | $79,184-33.8% | $102,438-48.9% | $74,546-29.7% |
| Participation rate | 94.7% | 74.8%+20.0pp | 76.5%+18.2pp | 67.2%+27.5pp |
| Annual return | 13.56% | 54.95%-41.4pp | 29.37%-15.8pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $2,013 | $2,362-14.8% | $3,024-33.4% | $2,624-23.3% |
| Participant deferral / active EE | $3,514 | $4,414-20.4% | $5,054-30.5% | $4,347-19.2% |
| Admin fee / account holder | $471 | $2,001-76.5% | $9,448-95.0% | $1,944-75.8% |