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 BARNEY8 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $81,814 |
NWPS1 year Service code 15 · EIN 91-2090931 | Recordkeeping | $31,366 |
MATRIX TRUST COMPANY6 years Service code 19 · EIN 75-3182674 | Securities Custodian | $19,507 |
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 | $320,396 | $86,944+268.5% | $107,525+198.0% | $74,304+331.2% |
| Participation rate | 98.5% | 59.6%+39.0pp | 75.1%+23.4pp | 60.3%+38.2pp |
| Annual return | 15.11% | 23.52%-8.4pp | 181.32%-166.2pp | 29.43%-14.3pp |
| Employer contribution / active EE | $3,705 | $2,757+34.4% | $3,754-1.3% | $2,241+65.3% |
| Participant deferral / active EE | $11,639 | $3,554+227.5% | $5,116+127.5% | $3,767+209.0% |
| Admin fee / account holder | $741 | $3,727-80.1% | $8,919-91.7% | $2,969-75.0% |