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 BARNEY7+ years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 111 N WASHINGTON ST., SUITE 410 · GREEN BAY, WI 54301 | Advisory (Participants) | $34,785 |
PENSION INC.7+ years Service code 13 · EIN 39-1955089 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Contract Administrator | $25,662 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,848 | $84,936-22.5% | $111,297-40.8% | $79,386-17.1% |
| Participation rate | 80.5% | 75.9%+4.7pp | 77.3%+3.2pp | 70.7%+9.8pp |
| Annual return | 14.96% | 17.45%-2.5pp | 54.65%-39.7pp | 116.85%-101.9pp |
| Employer contribution / active EE | $1,229 | $1,979-37.9% | $2,731-55.0% | $2,427-49.4% |
| Participant deferral / active EE | $3,491 | $3,888-10.2% | $4,487-22.2% | $4,046-13.7% |
| Admin fee / account holder | $375 | $537-30.1% | $7,964-95.3% | $626-40.1% |