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 BARNEY10+ years Service code 28 · EIN 13-2919773 101 SOUTH HANLEY · CLAYTON, MO 63105 | Investment Management | $143,007 |
Filed as: BENEFIT PLANS PLUS Service code 64 · EIN 43-1829594 11701 BORMAN DRIVE · ST. LOUIS, MO 63146 | Recordkeeping Fees | $3,221 |
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 | $74,215 | $80,724-8.1% | $103,333-28.2% | $74,495-0.4% |
| Participation rate | 97.1% | 65.7%+31.4pp | 74.5%+22.5pp | 67.2%+29.9pp |
| Annual return | 14.16% | 27.56%-13.4pp | 24.88%-10.7pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $5,754 | $3,157+82.3% | $3,868+48.8% | $2,623+119.4% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $636 | $2,368-73.2% | $8,355-92.4% | $1,942-67.3% |