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 BARNEY2 years Filed as: MORGAN STANLEY Service code 27 2 JERICHO PLAZA, FIRST FLOOR WING A · JERICHO, NY 11753 | Advisory (Plan) | $47,919 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $35,008 |
Filed as: EMPOWER ANNUITY INS. CO. OF ANERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,234 | $88,083+34.2% | $164,813-28.3% | $74,495+58.7% |
| Participation rate | 80.8% | 73.0%+7.7pp | 78.6%+2.2pp | 67.2%+13.6pp |
| Annual return | 14.37% | 17.26%-2.9pp | 69.93%-55.6pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $874 | $2,593-66.3% | $4,341-79.9% | $2,623-66.7% |
| Participant deferral / active EE | $7,510 | $4,498+67.0% | $6,031+24.5% | $4,346+72.8% |
| Admin fee / account holder | $579 | $2,234-74.1% | $12,690-95.4% | $1,942-70.2% |