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 BARNEY8+ years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 111 N WASHINGTON ST., SUITE 410 · GREEN BAY, WI 54301 | Advisory (Participants) | $32,377 |
PENSION INC.8+ years Service code 13 · EIN 39-1955089 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Contract Administrator | $23,565 |
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 | $60,282 | $65,435-7.9% | $86,677-30.5% | $66,914-9.9% |
| Participation rate | 75.2% | 75.5%-0.2pp | 76.6%-1.4pp | 69.8%+5.4pp |
| Annual return | -17.35% | -10.89%-6.5pp | 35.91%-53.3pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,466 | $2,153-31.9% | $2,836-48.3% | $2,544-42.4% |
| Participant deferral / active EE | $3,688 | $4,100-10.1% | $4,656-20.8% | $4,237-13.0% |
| Admin fee / account holder | $370 | $642-42.3% | $7,493-95.1% | $593-37.6% |