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 Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $76,220 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,911 |
MOSS ADAMS LLP3 years Service code 10 PO BOX 101822 · PASADENA, CA 911891822 | Accounting | $12,495 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,271 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,154 | $51,288+229.8% | $81,983+106.3% | $73,409+130.4% |
| Participation rate | 84.3% | 64.0%+20.3pp | 69.2%+15.0pp | 72.2%+12.1pp |
| Annual return | 25.77% | 29.48%-3.7pp | 41.31%-15.5pp | 59.29%-33.5pp |
| Employer contribution / active EE | $6,259 | $1,487+321.0% | $2,498+150.6% | $2,234+180.2% |
| Participant deferral / active EE | $9,385 | $2,715+245.6% | $3,722+152.1% | $3,805+146.6% |
| Admin fee / account holder | $354 | $125+182.2% | $5,664-93.8% | $158+123.9% |