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 | $87,681 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: J.P. MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $53,383 |
MORNINGSTAR3 years 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,065 | $106,028+54.7% | $146,958+11.6% | $77,643+111.3% |
| Participation rate | 97.8% | 78.4%+19.5pp | 82.2%+15.7pp | 70.6%+27.2pp |
| Annual return | 18.86% | 56.73%-37.9pp | 418.34%-399.5pp | 31.24%-12.4pp |
| Employer contribution / active EE | $6,371 | $4,063+56.8% | $4,933+29.1% | $2,726+133.7% |
| Participant deferral / active EE | $11,624 | $7,990+45.5% | $8,070+44.0% | $4,647+150.1% |
| Admin fee / account holder | $448 | $337+32.7% | $12,998-96.6% | $430+4.1% |