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 BARNEY2 years Filed as: MORGAN STANLEY Service code 27 41 SOUTH HIGH STREET · COLUMBUS, OH 43215 | Advisory (Plan) | $36,882 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $399,701 | $91,552+336.6% | $133,956+198.4% | $79,858+400.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 19.95% | 61.85%-41.9pp | 45.09%-25.1pp | 31.71%-11.8pp |
| Employer contribution / active EE | $33,134 | $2,384+1290.1% | $3,919+745.6% | $2,471+1241.0% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,655 | $6,321-58.0% | $8,927-70.3% | $5,306-50.0% |