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 Service code 28 · EIN 13-2919773 101 SOUTH HANLEY · CLAYTON, MO 63105 | Investment Management | $110,258 |
BENEFIT PLANS PLUS, L.L.C.5+ years Service code 64 · EIN 43-1829594 6 CITYPLACE DRIVE · ST. LOUIS, MO 63141 | Recordkeeping Fees | $9,824 |
GRAY HUNTER STENN LLP4 years Service code 10 · EIN 36-3077757 500 MAIN STREET · QUINCY, IL 62301 | Accounting | $5,600 |
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 | $77,495 | $89,652-13.6% | $141,162-45.1% | $65,185+18.9% |
| Participation rate | 98.3% | 74.7%+23.6pp | 82.5%+15.8pp | 70.2%+28.1pp |
| Annual return | 23.44% | 32.79%-9.4pp | 71.39%-47.9pp | 29.38%-5.9pp |
| Employer contribution / active EE | $4,767 | $3,065+55.6% | $4,735+0.7% | $2,177+119.0% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $677 | $569+19.0% | $10,261-93.4% | $847-20.1% |