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 | $104,159 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 · EIN 20-8764829 | Other Commissions | $80,589 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $333,605 | $54,701+509.9% | $86,188+287.1% | $71,457+366.9% |
| Participation rate | 74.5% | 60.1%+14.4pp | 69.0%+5.6pp | 67.9%+6.6pp |
| Annual return | 21.52% | 20.06%+1.5pp | 1168.45%-1146.9pp | 28.85%-7.3pp |
| Employer contribution / active EE | $6,620 | $1,265+423.3% | $2,380+178.1% | $2,588+155.8% |
| Participant deferral / active EE | $7,403 | $3,108+138.2% | $3,985+85.8% | $4,289+72.6% |
| Admin fee / account holder | $964 | $1,922-49.8% | $6,852-85.9% | $1,587-39.2% |