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 9-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 BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $94,870 |
Service code 37 · EIN 04-2647786 | Loan Processing | $658 |
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 | $92,825 | $101,317-8.4% | $146,958-36.8% | $74,495+24.6% |
| Participation rate | 94.6% | 75.5%+19.1pp | 82.2%+12.5pp | 67.2%+27.4pp |
| Annual return | 14.27% | 8730.91%-8716.6pp | 418.34%-404.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $8,158 | $3,810+114.1% | $4,933+65.4% | $2,623+211.0% |
| Participant deferral / active EE | $17,519 | $7,303+139.9% | $8,070+117.1% | $4,346+303.1% |
| Admin fee / account holder | $313 | $1,739-82.0% | $12,998-97.6% | $1,942-83.9% |