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 BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 18 3635 BOARDMAN CANFIELD ROAD · CANFIELD, OH 44406 | Direct payment from the plan; Investm... | $52,452 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,221 | $87,733+137.3% | $106,548+95.4% | $85,850+142.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 23.45% | 21.86%+1.6pp | 26.80%-3.4pp | 318.53%-295.1pp |
| Employer contribution / active EE | $8,262 | $2,073+298.5% | $2,819+193.1% | $2,565+222.1% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,021 | $6,767+18.5% | $7,407+8.3% | $6,260+28.1% |