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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $83,145 |
ASCENSUS LLC6+ years Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $3,870 |
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.)
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 | $105,464 | $78,419+34.5% | $133,956-21.3% | $73,409+43.7% |
| Participation rate | 71.2% | 78.6%-7.4pp | 79.8%-8.6pp | 72.2%-1.0pp |
| Annual return | 17.68% | 33.35%-15.7pp | 45.09%-27.4pp | 59.29%-41.6pp |
| Employer contribution / active EE | $330 | $2,044-83.9% | $3,919-91.6% | $2,234-85.2% |
| Participant deferral / active EE | $2,543 | $3,925-35.2% | $5,048-49.6% | $3,805-33.2% |
| Admin fee / account holder | $397 | $161+146.3% | $8,927-95.5% | $158+151.7% |