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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $51,754 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $35,517 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,887 | $84,487+54.9% | $125,339+4.4% | $66,914+95.6% |
| Participation rate | 99.0% | 76.4%+22.6pp | 82.4%+16.6pp | 69.8%+29.2pp |
| Annual return | -14.44% | -8.39%-6.0pp | 572.05%-586.5pp | 1.58%-16.0pp |
| Employer contribution / active EE | $5,622 | $3,553+58.2% | $4,814+16.8% | $2,544+121.0% |
| Participant deferral / active EE | $10,920 | $6,781+61.0% | $7,446+46.6% | $4,237+157.7% |
| Admin fee / account holder | $393 | $685-42.6% | $10,010-96.1% | $593-33.7% |