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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $36,987 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GLOBAL BANKING OP Service code 27 · EIN 26-4610632 | Advisory (Plan) | $30,000 |
COMPASS 360, LLC5 years Filed as: COMPASS RETIREMENT CONSULTING GROUP Service code 15 · EIN 20-4795685 | Recordkeeping | $9,821 |
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 | $102,192 | $86,655+17.9% | $119,609-14.6% | $66,914+52.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -13.26% | -8.00%-5.3pp | -14.97%+1.7pp | 1.58%-14.8pp |
| Employer contribution / active EE | $4,761 | $2,536+87.7% | $4,232+12.5% | $2,544+87.1% |
| Participant deferral / active EE | $2,546 | $4,358-41.6% | $5,602-54.5% | $4,237-39.9% |
| Admin fee / account holder | $427 | $755-43.5% | $10,323-95.9% | $593-28.1% |