See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $102,842 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 · EIN 06-1375177 | Other Commissions | $46,130 |
TOOLE KATZ & ROEMERSMA, LLP2+ years Service code 10 · EIN 47-1767422 | Accounting | $12,200 |
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 | $93,903 | $62,624+49.9% | $177,989-47.2% | $77,643+20.9% |
| Participation rate | 78.6% | 66.8%+11.8pp | 77.1%+1.5pp | 70.6%+8.0pp |
| Annual return | 14.86% | 16.16%-1.3pp | 294.48%-279.6pp | 31.24%-16.4pp |
| Employer contribution / active EE | $1,573 | $1,909-17.6% | $3,949-60.2% | $2,726-42.3% |
| Participant deferral / active EE | $4,634 | $4,219+9.8% | $6,276-26.2% | $4,647-0.3% |
| Admin fee / account holder | $362 | $386-6.2% | $10,363-96.5% | $430-16.0% |