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 BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $30,180 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,037 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,626 | $64,871+1.2% | $129,110-49.2% | $66,914-1.9% |
| Participation rate | 49.2% | 74.0%-24.8pp | 77.3%-28.1pp | 69.8%-20.7pp |
| Annual return | -18.27% | -12.21%-6.1pp | -10.94%-7.3pp | 1.58%-19.9pp |
| Employer contribution / active EE | $1,354 | $3,741-63.8% | $5,052-73.2% | $2,544-46.8% |
| Participant deferral / active EE | $2,508 | $5,090-50.7% | $6,542-61.7% | $4,237-40.8% |
| Admin fee / account holder | $420 | $629-33.2% | $14,302-97.1% | $593-29.2% |