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 5-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 |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL BANKING OP Service code 99 · EIN 22-2000222 | Other Fees | $16,292 |
Filed as: ALLIANT HEALTH SOLUTIONS Service code 99 · EIN 11-1000111 | Other Fees | $5,126 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,912 | $77,813-87.3% | $123,544-92.0% | $64,186-84.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -2.41% | 12.48%-14.9pp | 119.20%-121.6pp | 7.63%-10.0pp |
| Employer contribution / active EE | $40,043 | $3,014+1228.6% | $4,628+765.3% | $2,381+1581.9% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,520 | $5,519-54.3% | $9,284-72.9% | $4,888-48.5% |