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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,162 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $19,502 |
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 | $75,402 | $49,451+52.5% | $79,550-5.2% | $66,914+12.7% |
| Participation rate | 84.3% | 61.3%+22.9pp | 69.5%+14.8pp | 69.8%+14.5pp |
| Annual return | -13.67% | 84.25%-97.9pp | 0.16%-13.8pp | 1.58%-15.3pp |
| Employer contribution / active EE | $1,198 | $1,266-5.3% | $2,413-50.4% | $2,544-52.9% |
| Participant deferral / active EE | $3,932 | $3,159+24.5% | $3,985-1.3% | $4,237-7.2% |
| Admin fee / account holder | $351 | $595-41.0% | $6,832-94.9% | $593-40.9% |