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 BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $32,975 |
PENSION SERVICES, INC.2+ years Filed as: PENSION SERVICES CORPORATION Service code 13 · EIN 99-0262088 1357 KAPIOLANI BLVD · HONOLULU, HI 96814 | Contract Administrator | $11,943 |
CARLSMITH BALL LLP1 year Service code 99 · EIN 99-0035220 P.O. BOX 656 · HONOLULU, HI 96809 | Other Fees | $5,592 |
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 | $289,621 | $102,317+183.1% | $146,958+97.1% | $80,856+258.2% |
| Participation rate | 97.9% | 75.8%+22.0pp | 82.2%+15.7pp | 67.6%+30.2pp |
| Annual return | 17.91% | 134.76%-116.9pp | 418.34%-400.4pp | 35.59%-17.7pp |
| Employer contribution / active EE | $7,201 | $3,713+93.9% | $4,933+46.0% | $2,755+161.4% |
| Participant deferral / active EE | $10,034 | $6,644+51.0% | $8,070+24.3% | $4,296+133.6% |
| Admin fee / account holder | $13,646 | $7,941+71.8% | $12,998+5.0% | $6,918+97.3% |