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 BARNEY2 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $76,397 |
Filed as: FIRST INTERSTATE WEALTH MGT. Service code 99 PO BOX 30918 · BILLINGS, MT 59116 | Other Fees | $48,389 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $20,502 |
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 | $416,179 | $100,923+312.4% | $150,045+177.4% | $74,304+460.1% |
| Participation rate | 95.4% | 70.1%+25.3pp | 82.3%+13.1pp | 60.3%+35.0pp |
| Annual return | 15.84% | 51.77%-35.9pp | 62.55%-46.7pp | 29.43%-13.6pp |
| Employer contribution / active EE | $19,967 | $3,463+476.5% | $4,693+325.4% | $2,241+790.9% |
| Participant deferral / active EE | $8,711 | $6,709+29.8% | $7,997+8.9% | $3,767+131.2% |
| Admin fee / account holder | $486 | $2,767-82.4% | $13,435-96.4% | $2,969-83.6% |