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 BARNEY5 years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $63,998 |
Filed as: GREAT WEST LIFE ANNUITY INSURANCE C Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,023 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $22,501 |
BENEFIT RESOURCES, INC.7+ years Service code 13 1545 RIVER PARK DR. · SACRAMENTO, CA 95815 | Contract Administrator | $8,760 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,191 |
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 | $174,499 | $104,475+67.0% | $159,436+9.4% | $79,386+119.8% |
| Participation rate | 97.6% | 76.6%+21.0pp | 82.8%+14.8pp | 70.7%+26.9pp |
| Annual return | 14.04% | 67.95%-53.9pp | 263.57%-249.5pp | 116.85%-102.8pp |
| Employer contribution / active EE | $3,965 | $3,417+16.0% | $4,829-17.9% | $2,427+63.3% |
| Participant deferral / active EE | $10,327 | $6,467+59.7% | $7,352+40.5% | $4,046+155.3% |
| Admin fee / account holder | $580 | $711-18.4% | $10,799-94.6% | $626-7.4% |