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 15 · EIN 13-3689044 | Recordkeeping | $60,635 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 22 · EIN 26-4310632 | Insurance Broker | $57,611 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,165 | $107,045-92.4% | $108,745-92.5% | $63,975-87.2% |
| Participation rate | 90.1% | 81.9%+8.2pp | 77.7%+12.5pp | 71.1%+19.0pp |
| Annual return | 7.93% | 18.14%-10.2pp | 46.22%-38.3pp | 48.65%-40.7pp |
| Employer contribution / active EE | $0 | $2,651-100.0% | $3,323-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,045 | $4,292-52.4% | $5,121-60.1% | $3,356-39.1% |
| Admin fee / account holder | $49 | $67-27.1% | $6,144-99.2% | $70-30.5% |