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 Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $78,928 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,963 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $280,050 | $76,050+268.2% | $96,544+190.1% | $71,457+291.9% |
| Participation rate | 92.9% | 74.4%+18.5pp | 76.0%+16.9pp | 67.9%+24.9pp |
| Annual return | 11.74% | 22.81%-11.1pp | 25.84%-14.1pp | 28.85%-17.1pp |
| Employer contribution / active EE | $9,418 | $2,244+319.7% | $2,965+217.6% | $2,588+264.0% |
| Participant deferral / active EE | $4,283 | $4,215+1.6% | $4,851-11.7% | $4,289-0.1% |
| Admin fee / account holder | $603 | $2,707-77.7% | $8,252-92.7% | $1,587-62.0% |