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 Service code 27 · EIN 26-4310632 | Advisory (Plan) | $17,178 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Sales l... | $13,565 |
Service code 27 · EIN 42-1484983 | Advisory (Plan) | $10,395 |
TWO WEST CAPITAL ADVISORS3 years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $2,162 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,978 | $50,815-31.2% | $155,509-77.5% | $77,643-55.0% |
| Participation rate | 34.6% | 63.1%-28.5pp | 78.2%-43.6pp | 70.6%-36.0pp |
| Annual return | 12.47% | 34.80%-22.3pp | 64.67%-52.2pp | 31.24%-18.8pp |
| Employer contribution / active EE | $335 | $1,993-83.2% | $4,672-92.8% | $2,726-87.7% |
| Participant deferral / active EE | $1,090 | $2,822-61.4% | $5,626-80.6% | $4,647-76.6% |
| Admin fee / account holder | $323 | $437-26.0% | $15,912-98.0% | $430-24.9% |