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 19 · EIN 22-1003680 | Securities Custodian | $136,247 |
OP&CM LOCAL 29 WELFARE FUND2 years Service code 13 · EIN 22-1507478 | Contract Administrator | $28,400 |
OP&CM LOCAL UNION NO. 292 years Service code 13 · EIN 22-1173365 | Contract Administrator | $17,580 |
MSPC1 year Service code 10 · EIN 22-2951202 | Accounting | $9,500 |
WASILEWSKI & KEATING PC2 years Service code 10 · EIN 22-2676761 | Accounting | $8,000 |
ORANSKY SCARAGGI & BORG P.C.2 years Filed as: ORANSKY SCARAGGI & BORG PC Service code 29 · EIN 22-3522685 | Legal | $7,800 |
PUZO AND MORTENSON LLC5+ years Service code 10 · EIN 80-0008506 | Accounting | $5,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,702 | $66,601-31.4% | $92,893-50.8% | $67,579-32.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 11.86% | 92.58%-80.7pp | 109.41%-97.6pp | 378.56%-366.7pp |
| Employer contribution / active EE | $4,232 | $2,775+52.5% | $3,653+15.9% | $2,148+97.1% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $456 | $199+129.2% | $5,794-92.1% | $142+220.4% |