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 BARNEY8+ years Service code 28 · EIN 13-2919773 101 SOUTH HANLEY · CLAYTON, MO 63105 | Investment Management | $108,810 |
Filed as: BENEFIT PLANS PLUS Service code 64 · EIN 43-1829594 11701 BORMAN DRIVE · ST. LOUIS, MO 63146 | Recordkeeping Fees | $29,522 |
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 | $61,685 | $64,119-3.8% | $112,228-45.0% | $66,914-7.8% |
| Participation rate | 96.8% | 68.5%+28.3pp | 75.1%+21.7pp | 69.8%+27.0pp |
| Annual return | -13.85% | -13.81%0pp | 27.45%-41.3pp | 1.58%-15.4pp |
| Employer contribution / active EE | $5,122 | $3,005+70.4% | $3,635+40.9% | $2,544+101.3% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $678 | $625+8.4% | $6,410-89.4% | $593+14.2% |