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 BARNEY9+ years Service code 28 · EIN 13-2919773 101 SOUTH HANLEY · CLAYTON, MO 63105 | Investment Management | $107,696 |
Filed as: BENEFIT PLANS PLUS Service code 64 · EIN 43-1829594 11701 BORMAN DRIVE · ST. LOUIS, MO 63146 | Recordkeeping Fees | $12,990 |
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 | $70,220 | $76,670-8.4% | $96,683-27.4% | $71,457-1.7% |
| Participation rate | 97.8% | 66.6%+31.2pp | 74.3%+23.5pp | 67.9%+29.9pp |
| Annual return | 15.20% | 48.29%-33.1pp | 35.69%-20.5pp | 28.85%-13.7pp |
| Employer contribution / active EE | $5,576 | $3,031+83.9% | $3,737+49.2% | $2,588+115.5% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $577 | $2,028-71.5% | $6,730-91.4% | $1,587-63.6% |