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 BARNEY7 years Filed as: MORGAN STANLEY Service code 19 · EIN 22-1003680 | Securities Custodian | $174,805 |
OP&CM LOCAL 29 WELFARE FUND7 years Service code 13 · EIN 22-1507478 | Contract Administrator | $36,400 |
OP&CM LOCAL UNION NO. 297 years Service code 13 · EIN 22-1173365 | Contract Administrator | $17,702 |
MSPC6 years Service code 10 · EIN 22-2951202 | Accounting | $12,000 |
ORANSKY SCARAGGI & BORG P.C.7 years Filed as: ORANSKY SCARAGGI & BORG PC Service code 29 · EIN 22-3522685 | Legal | $9,000 |
KEATING ACCOUNTING LLC2 years Service code 10 · EIN 92-1255252 | Accounting | $8,000 |
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 | $70,560 | $82,917-14.9% | $103,333-31.7% | $77,643-9.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 9.28% | 19.13%-9.8pp | 24.88%-15.6pp | 31.24%-22.0pp |
| Employer contribution / active EE | $4,587 | $3,552+29.2% | $3,868+18.6% | $2,726+68.3% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $806 | $638+26.3% | $8,355-90.4% | $430+87.2% |