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 BARNEY1+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 5250 N PALM AVE · FRESNO, CA 93704 | Securities Custodian | $39,228 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,152 | $57,108-8.7% | $94,224-44.7% | $52,331-0.3% |
| Participation rate | 99.1% | 72.9%+26.2pp | 78.8%+20.3pp | 68.1%+31.0pp |
| Annual return | -2.83% | 1.47%-4.3pp | 10.68%-13.5pp | 4.54%-7.4pp |
| Employer contribution / active EE | $2,915 | $1,735+68.0% | $3,587-18.7% | $1,882+54.9% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $304 | $546-44.3% | $6,269-95.1% | $592-48.6% |