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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 27 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $36,556 |
VESTWELL1 year Service code 13 · EIN 81-3062212 360 MADISON AVENUE, 15TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $13,301 |
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 | $45,627 | $101,499-55.0% | $147,005-69.0% | $74,546-38.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 25.75% | 8732.34%-8706.6pp | 418.76%-393.0pp | 1366.03%-1340.3pp |
| Employer contribution / active EE | $3,262 | $3,811-14.4% | $4,934-33.9% | $2,624+24.3% |
| Participant deferral / active EE | $5,700 | $7,304-22.0% | $8,070-29.4% | $4,347+31.1% |
| Admin fee / account holder | $324 | $1,748-81.5% | $13,006-97.5% | $1,944-83.3% |