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 BARNEY5 years Filed as: MORGAN STANLEY Service code 19 · EIN 22-1003680 | Securities Custodian | $154,886 |
OP&CM LOCAL 29 WELFARE FUND5 years Service code 13 · EIN 22-1507478 | Contract Administrator | $29,680 |
OP&CM LOCAL UNION NO. 295 years Service code 13 · EIN 22-1173365 | Contract Administrator | $17,614 |
ORANSKY SCARAGGI & BORG P.C.5 years Filed as: ORANSKY SCARAGGI & BORG PC Service code 29 · EIN 22-3522685 | Legal | $6,150 |
WASILEWSKI & KEATING PC5 years Service code 10 · EIN 22-2676761 | Accounting | $6,000 |
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 | $48,084 | $106,236-54.7% | $112,228-57.2% | $64,808-25.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -8.31% | -6.02%-2.3pp | 27.45%-35.8pp | 32.82%-41.1pp |
| Employer contribution / active EE | $4,266 | $3,166+34.7% | $3,635+17.4% | $2,506+70.2% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $508 | $452+12.5% | $6,410-92.1% | $188+170.5% |