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 |
|---|---|---|
Filed as: MORGAN STANLEY & CO INC Service code 55 34 EXCH PL HRBRSIDE PLZ 7TH FL · JERSEY CITY, NJ 07311 | Other Commissions | $68,403 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,481 |
Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YOUK, NY 10004 | Other Commissions | $28,262 |
Filed as: SACKLOW & ACOX CPAS LLC Service code 10 150 MORRIS AVE. · SPRINGFILED, NJ 07081 | Accounting | $5,000 |
REYNOLDS CONSULTING SERVICES2 years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 25 NEWBRIDGE RD STE 205 · HICKSVILLE, NY 11801 | Advisory (Plan) | $2,850 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $640 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,027 | $81,357-58.2% | $75,972-55.2% | $199,593-83.0% |
| Participation rate | 97.3% | 69.9%+27.4pp | 69.1%+28.3pp | 72.0%+25.4pp |
| Annual return | 8.76% | 16.32%-7.6pp | 359.55%-350.8pp | 34.25%-25.5pp |
| Employer contribution / active EE | $1,876 | $3,341-43.8% | $2,685-30.1% | $3,034-38.2% |
| Participant deferral / active EE | $2,196 | $4,710-53.4% | $4,255-48.4% | $5,087-56.8% |
| Admin fee / account holder | $17 | $144-88.3% | $6,467-99.7% | $269-93.7% |