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 SMITH BARNEY LLC Service code 18 3635 BOARDMAN CANFIELD ROAD · CANFIELD, OH 44406 | Direct payment from the plan; Investm... | $36,245 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,719 | $81,208+94.2% | $98,907+59.5% | $79,858+97.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 4.51% | 60.99%-56.5pp | 196.43%-191.9pp | 31.71%-27.2pp |
| Employer contribution / active EE | $4,908 | $1,960+150.5% | $2,689+82.5% | $2,471+98.6% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,048 | $6,013-65.9% | $6,642-69.2% | $5,306-61.4% |