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 BARNEY3 years Filed as: MORGAN STANLEY Service code 19 · EIN 22-1003680 | Securities Custodian | $141,989 |
OP&CM LOCAL 29 WELFARE FUND3 years Service code 13 · EIN 22-1507478 | Contract Administrator | $24,640 |
OP&CM LOCAL UNION NO. 293 years Service code 13 · EIN 22-1173365 | Contract Administrator | $14,270 |
MSPC2 years Service code 10 · EIN 22-2951202 | Accounting | $11,400 |
WASILEWSKI & KEATING PC3 years Service code 10 · EIN 22-2676761 | Accounting | $8,000 |
ORANSKY SCARAGGI & BORG P.C.3 years Filed as: ORANSKY SCARAGGI & BORG PC Service code 29 · EIN 22-3522685 | Legal | $7,800 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,801 | $91,517-52.1% | $101,248-56.7% | $73,409-40.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 4.02% | 17.17%-13.2pp | 46.47%-42.5pp | 59.29%-55.3pp |
| Employer contribution / active EE | $4,493 | $2,877+56.2% | $3,660+22.8% | $2,234+101.2% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $430 | $216+99.4% | $5,945-92.8% | $158+172.6% |