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 BARNEY8+ years Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $87,513 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Recor... | $83,489 |
MAULDIN & JENKINS4 years Filed as: MAULDIN & JENKINS, LLC Service code 10 · EIN 58-0692043 | Accounting | $14,000 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $120,138 | $50,458+138.1% | $159,960-24.9% | $64,808+85.4% |
| Participation rate | 88.7% | 68.0%+20.7pp | 78.0%+10.8pp | 71.5%+17.3pp |
| Annual return | -16.53% | -13.42%-3.1pp | 408.60%-425.1pp | 32.82%-49.4pp |
| Employer contribution / active EE | $1,896 | $1,722+10.1% | $4,226-55.1% | $2,506-24.4% |
| Participant deferral / active EE | $6,353 | $4,004+58.7% | $6,182+2.8% | $4,310+47.4% |
| Admin fee / account holder | $332 | $706-53.0% | $8,698-96.2% | $188+76.9% |