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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 GLOBAL BANKING OPER Service code 16 · EIN 26-4310632 | Consulting | $74,346 |
WOLF & COMPANY, P.C.1 year Filed as: WOLF & CO Service code 16 · EIN 04-2689883 | Consulting | $23,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$83,999 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $438,696 | $102,382+328.5% | $147,005+198.4% | $80,874+442.4% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.2%+8.5pp | 67.6%+23.1pp |
| Annual return | 15.75% | 134.89%-119.1pp | 418.76%-403.0pp | 35.62%-19.9pp |
| Employer contribution / active EE | $12,581 | $3,715+238.7% | $4,934+155.0% | $2,756+356.6% |
| Participant deferral / active EE | $12,391 | $6,646+86.4% | $8,070+53.5% | $4,297+188.4% |
| Admin fee / account holder | $132 | $7,942-98.3% | $13,006-99.0% | $6,935-98.1% |