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 9-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 GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $28,758 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,261 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY ATTN JAMES RUSSO Service code 27 500 108TH AVE · BELLEVUE, WA 98004 | Advisory (Plan) | $8,490 |
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 | $87,898 | $176,811-50.3% | $147,005-40.2% | - |
| Participation rate | 82.8% | 76.9%+5.9pp | 82.2%+0.7pp | - |
| Annual return | 18.14% | 11.59%+6.5pp | 418.76%-400.6pp | - |
| Employer contribution / active EE | $4,139 | $3,294+25.7% | $4,934-16.1% | - |
| Participant deferral / active EE | $10,814 | $6,900+56.7% | $8,070+34.0% | - |
| Admin fee / account holder | $332 | $27,451-98.8% | $13,006-97.4% | - |