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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,638 |
MORGAN STANLEY SMITH BARNEY4 years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $8,670 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,569 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $3,119 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,084 | $84,936-21.0% | $111,297-39.7% | $79,386-15.5% |
| Participation rate | 65.5% | 75.9%-10.4pp | 77.3%-11.9pp | 70.7%-5.3pp |
| Annual return | 10.81% | 17.45%-6.6pp | 54.65%-43.8pp | 116.85%-106.0pp |
| Employer contribution / active EE | $2,326 | $1,979+17.5% | $2,731-14.8% | $2,427-4.2% |
| Participant deferral / active EE | $3,334 | $3,888-14.2% | $4,487-25.7% | $4,046-17.6% |
| Admin fee / account holder | $367 | $537-31.7% | $7,964-95.4% | $626-41.5% |