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 26 · EIN 26-4310632 111 N WASHINGTON ST., SUITE 410 · GREEN BAY, WI 54301 | Advisory (Participants) | $33,648 |
PENSION INC.9+ years Service code 13 · EIN 39-1955089 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Contract Administrator | $24,336 |
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 | $67,985 | $76,050-10.6% | $96,544-29.6% | $71,457-4.9% |
| Participation rate | 80.3% | 74.4%+5.9pp | 76.0%+4.4pp | 67.9%+12.4pp |
| Annual return | 17.70% | 22.81%-5.1pp | 25.84%-8.1pp | 28.85%-11.1pp |
| Employer contribution / active EE | $1,493 | $2,244-33.5% | $2,965-49.6% | $2,588-42.3% |
| Participant deferral / active EE | $3,764 | $4,215-10.7% | $4,851-22.4% | $4,289-12.2% |
| Admin fee / account holder | $360 | $2,707-86.7% | $8,252-95.6% | $1,587-77.3% |