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 BARNEY2+ years Filed as: MORGAN STANLEY Service code 26 4380 BUCKEYE LANE · BEAVERCREEK, OH 45440 | Advisory (Participants) | $74,860 |
LT TRUST COMPANY2+ years Filed as: MG TRUST COMPANY Service code 26 717 17TH STREET, SUITE #1300 · DENVER, CO 80202 | Advisory (Participants) | $21,572 |
TWG BENEFITS, INC.2+ years Service code 19 · EIN 36-4028918 400 SKOKIE BLVD., SUITE #415 · NORTHBROOK, IL 60062 | Securities Custodian | $1,752 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,051 | $58,726+32.9% | $92,233-15.4% | $62,292+25.3% |
| Participation rate | 92.7% | 68.3%+24.3pp | 76.5%+16.2pp | 69.5%+23.1pp |
| Annual return | 11.37% | 43.62%-32.2pp | 176.28%-164.9pp | 28.90%-17.5pp |
| Employer contribution / active EE | $3,287 | $2,392+37.4% | $3,679-10.7% | $2,042+60.9% |
| Participant deferral / active EE | $2,802 | $2,766+1.3% | $3,897-28.1% | $3,169-11.6% |
| Admin fee / account holder | $779 | $556+40.0% | $5,194-85.0% | $479+62.6% |