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 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $24,654 |
Filed as: RIVERO, GORDIMER & COMPANY PA Service code 10 · EIN 59-3040705 | Accounting | $21,650 |
Filed as: VOYA RETIREMENT INS ANN CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $10,142 |
Service code 49 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Other Services | $4,847 |
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 | $73,741 | $73,933-0.3% | $96,683-23.7% | $75,163-1.9% |
| Participation rate | 93.5% | 66.4%+27.1pp | 74.3%+19.2pp | 67.2%+26.3pp |
| Annual return | 22.88% | 26.70%-3.8pp | 35.69%-12.8pp | 160.62%-137.7pp |
| Employer contribution / active EE | $3,004 | $2,928+2.6% | $3,737-19.6% | $2,670+12.5% |
| Participant deferral / active EE | $8,591 | $3,659+134.8% | $4,878+76.1% | $4,125+108.3% |
| Admin fee / account holder | $557 | $5,216-89.3% | $6,730-91.7% | $5,651-90.1% |