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 Service code 26 · EIN 26-4310632 55 E 52 ND STREET · NEW YORK, NY 10055 | Advisory (Participants) | $0 |
WILMINGTON TRUST3+ years Filed as: WILMINGTON TRUST FIDUCIARY SVCS CO Service code 15 · EIN 26-3523944 902 CARNEGIE CENTER, SUITE 460 · PRINCETON, NJ 08540 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $518,397 | $85,766+504.4% | $136,294+280.4% | $70,131+639.2% |
| Participation rate | 98.9% | 74.2%+24.7pp | 81.9%+17.0pp | 69.5%+29.3pp |
| Annual return | 14.53% | 31.45%-16.9pp | 5155.94%-5141.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $14,510 | $2,966+389.2% | $4,695+209.0% | $2,342+519.4% |
| Participant deferral / active EE | $11,446 | $5,051+126.6% | $6,247+83.2% | $3,332+243.6% |
| Admin fee / account holder | $1,260 | $5,420-76.8% | $9,243-86.4% | $4,645-72.9% |