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 Filed as: MORGAN STANLEY GLOBAL Service code 13 · EIN 26-4310632 | Contract Administrator | $20,619 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,297 |
Service code 13 · EIN 52-1910770 ONE RESEARCH COURT · ROCKVILLE, MD 20850 | Contract Administrator | $5,978 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,501 | $72,137+10.2% | $142,449-44.2% | $71,457+11.3% |
| Participation rate | 54.5% | 71.7%-17.2pp | 76.8%-22.2pp | 67.9%-13.4pp |
| Annual return | 17.81% | 21.15%-3.3pp | 19.99%-2.2pp | 28.85%-11.0pp |
| Employer contribution / active EE | $2,081 | $3,793-45.1% | $4,847-57.1% | $2,588-19.6% |
| Participant deferral / active EE | $4,247 | $5,280-19.6% | $6,283-32.4% | $4,289-1.0% |
| Admin fee / account holder | $402 | $1,433-71.9% | $10,011-96.0% | $1,587-74.6% |