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 9-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 BARNEY5+ years Service code 26 · EIN 26-4310632 | Advisory (Participants) | $27,379 |
BASS & LEMER LLP5+ years Service code 10 · EIN 13-1938264 | Accounting | $24,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,983 |
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 | $109,106 | $83,477+30.7% | $125,175-12.8% | $72,985+49.5% |
| Participation rate | 78.9% | 73.3%+5.6pp | 79.8%-0.8pp | 69.5%+9.5pp |
| Annual return | 24.46% | 25.78%-1.3pp | 43.79%-19.3pp | 81.00%-56.5pp |
| Employer contribution / active EE | $3,458 | $2,345+47.5% | $3,865-10.5% | $2,440+41.7% |
| Participant deferral / active EE | $6,964 | $3,585+94.2% | $4,937+41.1% | $3,607+93.0% |
| Admin fee / account holder | $410 | $5,517-92.6% | $9,702-95.8% | $5,124-92.0% |