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 BARNEY6 years Filed as: MORGAN STANLEY Service code 19 · EIN 22-1003680 | Securities Custodian | $152,796 |
OP&CM LOCAL 29 WELFARE FUND6 years Service code 13 · EIN 22-1507478 | Contract Administrator | $29,120 |
OP&CM LOCAL UNION NO. 296 years Service code 13 · EIN 22-1173365 | Contract Administrator | $17,043 |
MSPC5 years Service code 10 · EIN 22-2951202 | Accounting | $11,400 |
ORANSKY SCARAGGI & BORG P.C.6 years Filed as: ORANSKY SCARAGGI & BORG PC Service code 29 · EIN 22-3522685 | Legal | $10,000 |
KEATING ACCOUNTING LLC1 year Service code 10 · EIN 92-1255252 | Accounting | $6,000 |
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 | $47,759 | $92,971-48.6% | $96,683-50.6% | $74,419-35.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 7.36% | 37.49%-30.1pp | 35.69%-28.3pp | 34.38%-27.0pp |
| Employer contribution / active EE | $3,165 | $3,426-7.6% | $3,737-15.3% | $2,637+20.0% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $506 | $633-20.1% | $6,730-92.5% | $348+45.5% |