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 Filed as: MORGAN STANLEY GLOBAL Service code 13 · EIN 26-4310632 | Contract Administrator | $30,013 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,365 |
JM PENSION ADVISORY, INC.2 years Service code 13 · EIN 52-1910770 ONE RESEARCH COURT · ROCKVILLE, MD 20850 | Contract Administrator | $7,297 |
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 | $108,379 | $92,985+16.6% | $153,485-29.4% | $80,856+34.0% |
| Participation rate | 63.4% | 69.0%-5.6pp | 77.1%-13.7pp | 67.6%-4.3pp |
| Annual return | 10.39% | 19.95%-9.6pp | 15.65%-5.3pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,181 | $3,507-37.8% | $5,039-56.7% | $2,755-20.8% |
| Participant deferral / active EE | $6,217 | $5,178+20.1% | $6,757-8.0% | $4,296+44.7% |
| Admin fee / account holder | $590 | $8,880-93.4% | $12,724-95.4% | $6,918-91.5% |