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 BARNEY5 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $52,074 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $14,961 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,461 | $64,119+122.2% | $112,228+26.9% | $66,914+112.9% |
| Participation rate | 66.2% | 68.5%-2.2pp | 75.1%-8.8pp | 69.8%-3.6pp |
| Annual return | -18.10% | -13.81%-4.3pp | 27.45%-45.6pp | 1.58%-19.7pp |
| Employer contribution / active EE | $3,863 | $3,005+28.5% | $3,635+6.3% | $2,544+51.8% |
| Participant deferral / active EE | $7,521 | $3,693+103.6% | $4,728+59.1% | $4,237+77.5% |
| Admin fee / account holder | $453 | $625-27.6% | $6,410-92.9% | $593-23.7% |