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 WEALTH MANAGEMENT Service code 11 TWO JERICHO PLAZA · JERICHO, NY 11753 | Actuarial | $27,538 |
CORRELL CO.8+ years Filed as: CORRELL CO Service code 15 · EIN 36-3492086 | Recordkeeping | $16,465 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,921 | $84,487-9.0% | $125,339-38.6% | $66,914+15.0% |
| Participation rate | 83.8% | 76.4%+7.4pp | 82.4%+1.4pp | 69.8%+14.0pp |
| Annual return | -17.52% | -8.39%-9.1pp | 572.05%-589.6pp | 1.58%-19.1pp |
| Employer contribution / active EE | $3,372 | $3,553-5.1% | $4,814-30.0% | $2,544+32.5% |
| Participant deferral / active EE | $9,780 | $6,781+44.2% | $7,446+31.3% | $4,237+130.8% |
| Admin fee / account holder | $308 | $685-55.1% | $10,010-96.9% | $593-48.1% |