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 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $71,428 |
Filed as: GREAT WEST LIFE ANNUITY INSURANCE C Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,446 |
BENEFIT RESOURCES, INC.6+ years Service code 13 1545 RIVER PARK DR. · SACRAMENTO, CA 95815 | Contract Administrator | $9,070 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,301 |
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 | $147,650 | $99,957+47.7% | $149,696-1.4% | $73,488+100.9% |
| Participation rate | 95.8% | 75.7%+20.1pp | 82.5%+13.3pp | 70.7%+25.1pp |
| Annual return | 15.69% | 53.87%-38.2pp | 276.60%-260.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $3,989 | $3,191+25.0% | $4,644-14.1% | $2,270+75.7% |
| Participant deferral / active EE | $8,782 | $6,073+44.6% | $6,842+28.4% | $3,740+134.8% |
| Admin fee / account holder | $460 | $551-16.5% | $9,309-95.1% | $513-10.3% |