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 SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $76,791 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $18,432 |
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 | $134,175 | $86,944+54.3% | $107,525+24.8% | $74,304+80.6% |
| Participation rate | 86.7% | 59.6%+27.2pp | 75.1%+11.7pp | 60.3%+26.4pp |
| Annual return | 17.22% | 23.52%-6.3pp | 181.32%-164.1pp | 29.43%-12.2pp |
| Employer contribution / active EE | $2,537 | $2,757-8.0% | $3,754-32.4% | $2,241+13.2% |
| Participant deferral / active EE | $6,736 | $3,554+89.5% | $5,116+31.7% | $3,767+78.8% |
| Admin fee / account holder | $365 | $3,727-90.2% | $8,919-95.9% | $2,969-87.7% |