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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $89,023 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 | Insurance Broker | $55,856 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $10,975 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $3,691 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANELY SMITH BARNEY LLC Service code 22 · EIN 51-0116113 | Insurance Broker | $0 |
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 | $56,691 | $50,820+11.6% | $155,567-63.6% | $77,671-27.0% |
| Participation rate | 97.7% | 63.1%+34.6pp | 78.2%+19.5pp | 70.6%+27.1pp |
| Annual return | 13.81% | 34.85%-21.0pp | 64.74%-50.9pp | 31.21%-17.4pp |
| Employer contribution / active EE | $2,142 | $1,993+7.5% | $4,674-54.2% | $2,726-21.4% |
| Participant deferral / active EE | $4,918 | $2,823+74.2% | $5,628-12.6% | $4,648+5.8% |
| Admin fee / account holder | $335 | $436-23.2% | $15,916-97.9% | $430-22.2% |