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 BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $56,777 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,666 |
EISNERAMPER LLP5 years Service code 10 · EIN 87-1363769 | Accounting | $29,745 |
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 | $206,565 | $102,553+101.4% | $151,611+36.2% | $66,914+208.7% |
| Participation rate | 90.8% | 85.5%+5.2pp | 87.5%+3.3pp | 69.8%+20.9pp |
| Annual return | -16.30% | -10.82%-5.5pp | 3.33%-19.6pp | 1.58%-17.9pp |
| Employer contribution / active EE | $7,588 | $4,180+81.5% | $6,166+23.1% | $2,544+198.3% |
| Participant deferral / active EE | $16,135 | $6,641+143.0% | $8,363+92.9% | $4,237+280.8% |
| Admin fee / account holder | $657 | $630+4.3% | $11,616-94.3% | $593+10.7% |