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 Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $20,404 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,566 |
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $7,287 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,899 |
Filed as: CREATIVE RETIREMENT PLAN CONSULTING Service code 13 2000 S. COLORADO BLVD. · DENVER, CO 80222 | Contract Administrator | $4,100 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,083 | $104,475-38.7% | $159,436-59.8% | $79,386-19.3% |
| Participation rate | 95.5% | 76.6%+18.9pp | 82.8%+12.7pp | 70.7%+24.8pp |
| Annual return | 13.31% | 67.95%-54.6pp | 263.57%-250.3pp | 116.85%-103.5pp |
| Employer contribution / active EE | $4,497 | $3,417+31.6% | $4,829-6.9% | $2,427+85.3% |
| Participant deferral / active EE | $4,180 | $6,467-35.4% | $7,352-43.2% | $4,046+3.3% |
| Admin fee / account holder | $388 | $711-45.4% | $10,799-96.4% | $626-38.0% |