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 BARNEY3+ years Filed as: MORGAN STANLEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $117,581 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,940 | $69,305-35.2% | $82,313-45.4% | $69,631-35.5% |
| Participation rate | 98.0% | 80.3%+17.7pp | 76.9%+21.1pp | 70.7%+27.3pp |
| Annual return | 12.77% | 21.47%-8.7pp | 25.88%-13.1pp | 27571.02%-27558.3pp |
| Employer contribution / active EE | $1,680 | $1,887-10.9% | $2,428-30.8% | $2,032-17.3% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $314 | $97+223.5% | $5,608-94.4% | $110+184.7% |