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 BARNEY11+ years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 111 N WASHINGTON ST., SUITE 410 · GREEN BAY, WI 54301 | Advisory (Participants) | $40,546 |
PENSION INC.11+ years Service code 13 · EIN 39-1955089 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Contract Administrator | $25,208 |
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 | $81,685 | $87,870-7.0% | $113,168-27.8% | $74,304+9.9% |
| Participation rate | 93.3% | 70.7%+22.5pp | 76.6%+16.7pp | 60.3%+32.9pp |
| Annual return | 18.87% | 26.44%-7.6pp | 24.27%-5.4pp | 29.43%-10.6pp |
| Employer contribution / active EE | $1,764 | $2,277-22.5% | $2,975-40.7% | $2,241-21.3% |
| Participant deferral / active EE | $4,281 | $4,241+1.0% | $5,107-16.2% | $3,767+13.6% |
| Admin fee / account holder | $387 | $3,368-88.5% | $12,068-96.8% | $2,969-87.0% |