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 13 · EIN 42-0127290 | Contract Administrator | $170,966 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $63,407 |
CST GROUP2 years Service code 10 · EIN 54-1019610 | Accounting | $13,500 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,418 | $106,028+13.6% | $146,958-18.1% | $77,643+55.1% |
| Participation rate | 81.5% | 78.4%+3.1pp | 82.2%-0.7pp | 70.6%+10.9pp |
| Annual return | 15.97% | 56.73%-40.8pp | 418.34%-402.4pp | 31.24%-15.3pp |
| Employer contribution / active EE | $4,552 | $4,063+12.0% | $4,933-7.7% | $2,726+67.0% |
| Participant deferral / active EE | $11,553 | $7,990+44.6% | $8,070+43.2% | $4,647+148.6% |
| Admin fee / account holder | $506 | $337+49.9% | $12,998-96.1% | $430+17.5% |