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 | $102,194 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 · EIN 20-8764829 | Other Commissions | $80,203 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,038 | $59,805+380.0% | $79,550+260.8% | $68,494+319.1% |
| Participation rate | 71.6% | 61.1%+10.5pp | 69.5%+2.1pp | 67.9%+3.7pp |
| Annual return | -19.86% | -12.30%-7.6pp | 0.16%-20.0pp | -7.84%-12.0pp |
| Employer contribution / active EE | $6,758 | $1,505+349.1% | $2,413+180.1% | $2,596+160.3% |
| Participant deferral / active EE | $7,533 | $3,024+149.1% | $3,985+89.0% | $4,027+87.1% |
| Admin fee / account holder | $973 | $4,835-79.9% | $6,832-85.8% | $5,403-82.0% |