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 BARNEY3 years Filed as: MORGAN STANLEY WEALTH MGMT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $59,321 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $7,212 |
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 | $162,175 | $86,655+87.1% | $119,609+35.6% | $66,914+142.4% |
| Participation rate | 96.1% | 75.6%+20.5pp | 79.3%+16.8pp | 69.8%+26.3pp |
| Annual return | -14.77% | -8.00%-6.8pp | -14.97%+0.2pp | 1.58%-16.4pp |
| Employer contribution / active EE | $2,284 | $2,536-9.9% | $4,232-46.0% | $2,544-10.2% |
| Participant deferral / active EE | $6,391 | $4,358+46.6% | $5,602+14.1% | $4,237+50.8% |
| Admin fee / account holder | $380 | $755-49.6% | $10,323-96.3% | $593-35.9% |