See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $50,580 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $20,929 |
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 | $192,712 | $80,724+138.7% | $103,333+86.5% | $74,495+158.7% |
| Participation rate | 57.1% | 65.7%-8.6pp | 74.5%-17.4pp | 67.2%-10.1pp |
| Annual return | 15.30% | 27.56%-12.3pp | 24.88%-9.6pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $3,570 | $3,157+13.1% | $3,868-7.7% | $2,623+36.1% |
| Participant deferral / active EE | $7,064 | $3,860+83.0% | $5,057+39.7% | $4,346+62.5% |
| Admin fee / account holder | $444 | $2,368-81.2% | $8,355-94.7% | $1,942-77.1% |