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 BARNEY7+ years Service code 28 · EIN 13-2919773 101 SOUTH HANLEY · CLAYTON, MO 63105 | Investment Management | $125,471 |
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 | $79,357 | $77,660+2.2% | $109,143-27.3% | $79,3860% |
| Participation rate | 96.7% | 67.8%+28.9pp | 75.9%+20.9pp | 70.7%+26.0pp |
| Annual return | 17.53% | 23.44%-5.9pp | 25.75%-8.2pp | 116.85%-99.3pp |
| Employer contribution / active EE | $4,737 | $2,797+69.3% | $3,722+27.3% | $2,427+95.2% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $622 | $732-15.1% | $6,752-90.8% | $626-0.8% |