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 Service code 28 · EIN 13-2919773 101 SOUTH HANLEY · CLAYTON, MO 63105 | Investment Management | $106,453 |
BENEFIT PLANS PLUS, L.L.C.6+ years Service code 64 · EIN 43-1829594 11701 BORMAN DRIVE · ST. LOUIS, MO 63146 | Recordkeeping Fees | $15,218 |
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 | $71,780 | $69,362+3.5% | $101,248-29.1% | $73,488-2.3% |
| Participation rate | 97.3% | 68.4%+28.9pp | 75.8%+21.5pp | 70.7%+26.6pp |
| Annual return | 6.42% | 18.46%-12.0pp | 46.47%-40.1pp | 28.51%-22.1pp |
| Employer contribution / active EE | $5,171 | $2,628+96.7% | $3,660+41.3% | $2,270+127.8% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $619 | $704-12.0% | $5,945-89.6% | $513+20.7% |