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 BARNEY4 years Filed as: MORGAN STANLEY Service code 19 · EIN 22-1003680 | Securities Custodian | $159,548 |
OP&CM LOCAL 29 WELFARE FUND4 years Service code 13 · EIN 22-1507478 | Contract Administrator | $29,680 |
OP&CM LOCAL UNION NO. 294 years Service code 13 · EIN 22-1173365 | Contract Administrator | $19,391 |
MSPC3 years Service code 10 · EIN 22-2951202 | Accounting | $11,400 |
WASILEWSKI & KEATING PC4 years Service code 10 · EIN 22-2676761 | Accounting | $8,000 |
ORANSKY SCARAGGI & BORG P.C.4 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 | $58,181 | $78,275-25.7% | $109,143-46.7% | $86,799-33.0% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 7.48% | 19.14%-11.7pp | 25.75%-18.3pp | 97.91%-90.4pp |
| Employer contribution / active EE | $3,633 | $3,105+17.0% | $3,722-2.4% | $2,405+51.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $595 | $198+199.9% | $6,752-91.2% | $170+251.1% |