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 BARNEY4 years Service code 55 | Other Commissions | $104,029 |
SNAP TPA, LCC5 years Service code 13 · EIN 85-2570173 174 NASSAU STREET · PRINCETON, NJ 085427005 | Contract Administrator | $32,475 |
WILKIN & GUTTENPLAN, PC9 years Service code 10 · EIN 22-2612018 1200 TICES LANE · EAST BRUNSWICK, NJ 088161300 | Accounting | $25,000 |
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 | $131,369 | $119,446+10.0% | $150,045-12.4% | $85,563+53.5% |
| Participation rate | 81.5% | 75.4%+6.1pp | 82.3%-0.8pp | 66.0%+15.5pp |
| Annual return | -4.29% | 23.72%-28.0pp | 62.55%-66.8pp | 31.51%-35.8pp |
| Employer contribution / active EE | $2,019 | $4,078-50.5% | $4,693-57.0% | $2,654-23.9% |
| Participant deferral / active EE | $7,251 | $7,985-9.2% | $7,997-9.3% | $4,375+65.7% |
| Admin fee / account holder | $402 | $548-26.7% | $13,435-97.0% | $834-51.9% |