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 64 · EIN 71-0294708 | Recordkeeping Fees | $111,268 |
Filed as: MORGAN STANLEY Service code 99 1300 THAMES STREET WHARF · BALTIMORE, MD 212319907 | Other Fees | $87,617 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $220,983 | $89,652+146.5% | $141,162+56.5% | $65,185+239.0% |
| Participation rate | 94.0% | 74.7%+19.3pp | 82.5%+11.6pp | 70.2%+23.8pp |
| Annual return | 23.05% | 32.79%-9.7pp | 71.39%-48.3pp | 29.38%-6.3pp |
| Employer contribution / active EE | $404 | $3,065-86.8% | $4,735-91.5% | $2,177-81.4% |
| Participant deferral / active EE | $11,853 | $5,691+108.3% | $6,709+76.7% | $3,514+237.3% |
| Admin fee / account holder | $799 | $569+40.5% | $10,261-92.2% | $847-5.7% |