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 |
|---|---|---|
T ROWE PRICE RPS INC7 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $81,882 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 16 1300 THAMES STREET · BALTIMORE, MD 21231 | Consulting | $28,500 |
BAKER TILLY US, LLP1 year Service code 10 205 NO. MICHIGAN AVENUE · CHICAGO, IL 60601 | Accounting | $21,840 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $9,500 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Other com... | $109 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,002 | $72,994+169.9% | $120,368+63.7% | $77,671+153.6% |
| Participation rate | 98.1% | 55.2%+42.9pp | 71.9%+26.2pp | 70.6%+27.6pp |
| Annual return | 19.61% | 18.23%+1.4pp | 107.26%-87.6pp | 31.21%-11.6pp |
| Employer contribution / active EE | $6,207 | $1,793+246.2% | $3,465+79.2% | $2,726+127.7% |
| Participant deferral / active EE | $10,099 | $3,011+235.4% | $4,991+102.3% | $4,648+117.3% |
| Admin fee / account holder | $352 | $658-46.4% | $9,429-96.3% | $430-18.1% |