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 3-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 Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $8,530 |
PENSION SERVICES, INC.1+ years Filed as: PENSION SERVICES CORPORATION Service code 13 · EIN 99-0262088 1357 KAPIOLANI BLVD · HONOLULU, HI 96814 | Contract Administrator | $5,090 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,766 | $93,571+204.3% | $135,903+109.5% | $75,163+278.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $7,907 | $3,537+123.6% | $4,856+62.8% | $2,670+196.2% |
| Participant deferral / active EE | $10,953 | $6,404+71.0% | $7,758+41.2% | $4,125+165.5% |
| Admin fee / account holder | $20,217 | $6,975+189.8% | $10,762+87.9% | $5,651+257.8% |