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 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $80,315 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 13-2655998 | Advisory (Plan) | $80,000 |
MID ATLANTIC CAPITAL CORPORATION8+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,099 | $82,202+60.7% | $125,339+5.4% | $64,808+103.8% |
| Participation rate | 98.6% | 77.9%+20.7pp | 82.4%+16.2pp | 71.5%+27.1pp |
| Annual return | -15.42% | 3.48%-18.9pp | 572.05%-587.5pp | 32.82%-48.2pp |
| Employer contribution / active EE | $1,249 | $3,615-65.5% | $4,814-74.1% | $2,506-50.2% |
| Participant deferral / active EE | $9,938 | $7,175+38.5% | $7,446+33.5% | $4,310+130.6% |
| Admin fee / account holder | $334 | $163+104.6% | $10,010-96.7% | $188+77.8% |