Filed January 6, 2026
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 BARNEY6 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $64,810 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $3,126 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,142 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,983 | $91,407+98.0% | $135,903+33.2% | $71,457+153.3% |
| Participation rate | 83.1% | 75.7%+7.4pp | 81.9%+1.2pp | 67.9%+15.2pp |
| Annual return | 18.53% | 29.90%-11.4pp | 68.23%-49.7pp | 28.85%-10.3pp |
| Employer contribution / active EE | $4,447 | $3,703+20.1% | $4,856-8.4% | $2,588+71.9% |
| Participant deferral / active EE | $10,618 | $7,092+49.7% | $7,758+36.9% | $4,289+147.6% |
| Admin fee / account holder | $410 | $1,266-67.6% | $10,762-96.2% | $1,587-74.1% |