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 BARNEY9+ years Service code 28 100 N WESTLAKE BLVD · WESTLAKE VILLAGE, CA 91359 | Investment Management | $55,712 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,755 | $76,050+7.5% | $96,544-15.3% | $71,457+14.4% |
| Participation rate | 98.2% | 74.4%+23.8pp | 76.0%+22.2pp | 67.9%+30.2pp |
| Annual return | 8.83% | 22.81%-14.0pp | 25.84%-17.0pp | 28.85%-20.0pp |
| Employer contribution / active EE | $4,058 | $2,244+80.8% | $2,965+36.9% | $2,588+56.8% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $369 | $2,707-86.4% | $8,252-95.5% | $1,587-76.8% |