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 37 · EIN 04-2647786 | Loan Processing | $17,408 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $15,667 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,424 | $101,317-27.5% | $146,958-50.0% | $74,495-1.4% |
| Participation rate | 59.2% | 75.5%-16.3pp | 82.2%-23.0pp | 67.2%-8.0pp |
| Annual return | 17.70% | 8730.91%-8713.2pp | 418.34%-400.6pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $2,719 | $3,810-28.6% | $4,933-44.9% | $2,623+3.7% |
| Participant deferral / active EE | $5,795 | $7,303-20.7% | $8,070-28.2% | $4,346+33.3% |
| Admin fee / account holder | $309 | $1,739-82.2% | $12,998-97.6% | $1,942-84.1% |