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 BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $44,032 |
Filed as: FIDELITY WORKPLACE SERVICES, LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $5,133 |
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 | $121,367 | $88,087+37.8% | $164,866-26.4% | $74,546+62.8% |
| Participation rate | 80.7% | 73.1%+7.6pp | 78.6%+2.1pp | 67.2%+13.5pp |
| Annual return | 14.66% | 17.27%-2.6pp | 69.97%-55.3pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $3,556 | $2,595+37.0% | $4,343-18.1% | $2,624+35.5% |
| Participant deferral / active EE | $5,936 | $4,499+31.9% | $6,033-1.6% | $4,347+36.6% |
| Admin fee / account holder | $315 | $2,232-85.9% | $12,689-97.5% | $1,944-83.8% |