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 BARNEY4 years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $78,737 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $66,327 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,328 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $17,244 |
MOSS ADAMS LLP4 years Service code 10 PO BOX 101822 · PASADENA, CA 911891822 | Accounting | $12,495 |
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 | $166,675 | $58,347+185.7% | $85,682+94.5% | $86,799+92.0% |
| Participation rate | 89.0% | 64.9%+24.1pp | 69.9%+19.2pp | 72.3%+16.7pp |
| Annual return | 16.32% | 18.43%-2.1pp | 21.49%-5.2pp | 97.91%-81.6pp |
| Employer contribution / active EE | $7,101 | $1,751+305.6% | $2,618+171.2% | $2,405+195.2% |
| Participant deferral / active EE | $10,815 | $3,065+252.8% | $3,923+175.7% | $4,131+161.8% |
| Admin fee / account holder | $392 | $147+166.0% | $6,873-94.3% | $170+131.2% |