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 Service code 28 100 N WESTLAKE BLVD · WESTLAKE VILLAGE, CA 91359 | Investment Management | $54,805 |
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 | $73,143 | $65,435+11.8% | $86,677-15.6% | $66,914+9.3% |
| Participation rate | 99.1% | 75.5%+23.6pp | 76.6%+22.5pp | 69.8%+29.3pp |
| Annual return | -7.80% | -10.89%+3.1pp | 35.91%-43.7pp | 1.58%-9.4pp |
| Employer contribution / active EE | $3,874 | $2,153+79.9% | $2,836+36.6% | $2,544+52.2% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $358 | $642-44.2% | $7,493-95.2% | $593-39.6% |