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 BARNEY1+ years Service code 28 100 N WESTLAKE BLVD · WESTLAKE VILLAGE, CA 91359 | Investment Management | $42,933 |
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 | $74,729 | $54,320+37.6% | $67,652+10.5% | $52,331+42.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -1.12% | 6.81%-7.9pp | 6625.04%-6626.2pp | 4.54%-5.7pp |
| Employer contribution / active EE | $2,415 | $1,544+56.4% | $2,266+6.6% | $1,882+28.3% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $346 | $527-34.2% | $4,821-92.8% | $592-41.5% |