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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $36,692 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 · EIN 06-1375177 | Other Commissions | $24,468 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,078 | $95,803-8.1% | $113,168-22.2% | $84,808+3.9% |
| Participation rate | 97.6% | 72.9%+24.8pp | 76.6%+21.1pp | 68.3%+29.3pp |
| Annual return | 14.92% | 25.00%-10.1pp | 24.27%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,308 | $2,360-44.6% | $2,975-56.0% | $2,631-50.3% |
| Participant deferral / active EE | $5,525 | $4,242+30.2% | $5,107+8.2% | $4,212+31.2% |
| Admin fee / account holder | $360 | $8,989-96.0% | $12,068-97.0% | $7,344-95.1% |