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 Service code 27 1300 THAMES ST WHARF 4TH FL · BALTIMORE, MD 21231 | Advisory (Plan) | $36,164 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $13,774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,756 | $69,362+143.3% | $101,248+66.7% | $73,488+129.6% |
| Participation rate | 54.1% | 68.4%-14.3pp | 75.8%-21.7pp | 70.7%-16.6pp |
| Annual return | 18.34% | 18.46%-0.1pp | 46.47%-28.1pp | 28.51%-10.2pp |
| Employer contribution / active EE | $2,573 | $2,628-2.1% | $3,660-29.7% | $2,270+13.3% |
| Participant deferral / active EE | $5,906 | $3,300+79.0% | $4,370+35.1% | $3,740+57.9% |
| Admin fee / account holder | $384 | $704-45.4% | $5,945-93.5% | $513-25.1% |