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 Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $65,939 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,946 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $18,920 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $960 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,627 | $65,435+328.9% | $86,677+223.8% | $66,914+319.4% |
| Participation rate | 88.7% | 75.5%+13.2pp | 76.6%+12.1pp | 69.8%+18.9pp |
| Annual return | -11.98% | -10.89%-1.1pp | 35.91%-47.9pp | 1.58%-13.6pp |
| Employer contribution / active EE | $6,887 | $2,153+219.8% | $2,836+142.8% | $2,544+170.7% |
| Participant deferral / active EE | $4,359 | $4,100+6.3% | $4,656-6.4% | $4,237+2.9% |
| Admin fee / account holder | $314 | $642-51.0% | $7,493-95.8% | $593-47.0% |