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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 26 · EIN 20-8764829 | Advisory (Participants) | $48,147 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNER Service code 10 · EIN 27-1728945 | Accounting | $29,050 |
Filed as: FIDELITY INVESTMENTS INSTITUATIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $16,694 |
THE BENEFIT PRACTICE5 years Service code 15 · EIN 13-4144565 | Recordkeeping | $3,617 |
Service code 60 | Sub-TA Fees | $0 |
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 | $200,824 | $102,553+95.8% | $151,611+32.5% | $66,914+200.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -17.18% | -10.82%-6.4pp | 3.33%-20.5pp | 1.58%-18.8pp |
| Employer contribution / active EE | $17,434 | $4,180+317.0% | $6,166+182.8% | $2,544+585.3% |
| Participant deferral / active EE | $13,552 | $6,641+104.1% | $8,363+62.0% | $4,237+219.9% |
| Admin fee / account holder | $554 | $630-12.0% | $11,616-95.2% | $593-6.6% |