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 BARNEY6 years Filed as: MORGAN STANLEY Service code 27 41 SOUTH HIGH STREET · COLUMBUS, OH 43215 | Advisory (Plan) | $25,538 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $571,436 | $101,724+461.8% | $164,813+246.7% | $80,856+606.7% |
| Participation rate | 98.8% | 71.8%+27.0pp | 78.6%+20.2pp | 67.6%+31.2pp |
| Annual return | 5.84% | 16.72%-10.9pp | 69.93%-64.1pp | 35.59%-29.7pp |
| Employer contribution / active EE | $46,691 | $2,953+1480.9% | $4,341+975.6% | $2,755+1594.9% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $5,580 | $8,227-32.2% | $12,690-56.0% | $6,918-19.3% |