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 BARNEY5 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $54,663 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,800 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,818 | $59,402+157.3% | $93,654+63.2% | $74,546+105.0% |
| Participation rate | 60.2% | 59.7%+0.5pp | 68.7%-8.5pp | 67.2%-7.0pp |
| Annual return | 15.50% | 81.86%-66.4pp | 133.34%-117.8pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $1,230 | $1,265-2.7% | $2,421-49.2% | $2,624-53.1% |
| Participant deferral / active EE | $5,317 | $3,049+74.4% | $4,413+20.5% | $4,347+22.3% |
| Admin fee / account holder | $594 | $3,023-80.3% | $8,282-92.8% | $1,944-69.4% |