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 SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $43,106 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,995 |
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 | $133,139 | $88,672+50.1% | $105,223+26.5% | $82,448+61.5% |
| Participation rate | 91.9% | 67.9%+23.9pp | 75.0%+16.8pp | 68.1%+23.8pp |
| Annual return | 16.61% | 30.86%-14.2pp | 180.65%-164.0pp | 41.64%-25.0pp |
| Employer contribution / active EE | $4,023 | $3,048+32.0% | $3,689+9.1% | $2,551+57.7% |
| Participant deferral / active EE | $9,048 | $4,036+124.2% | $5,072+78.4% | $4,139+118.6% |
| Admin fee / account holder | $372 | $7,146-94.8% | $8,859-95.8% | $7,234-94.9% |