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 BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $73,072 |
Service code 37 · EIN 04-2647786 | Loan Processing | $56,589 |
APRIO LLP2 years Service code 10 · EIN 57-1157523 | Accounting | $12,770 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $130,167 | $106,110+22.7% | $147,005-11.5% | $77,671+67.6% |
| Participation rate | 97.6% | 78.4%+19.2pp | 82.2%+15.4pp | 70.6%+27.0pp |
| Annual return | 21.24% | 56.77%-35.5pp | 418.76%-397.5pp | 31.21%-10.0pp |
| Employer contribution / active EE | $11,717 | $4,065+188.3% | $4,934+137.5% | $2,726+329.7% |
| Participant deferral / active EE | $12,667 | $7,992+58.5% | $8,070+57.0% | $4,648+172.5% |
| Admin fee / account holder | $389 | $338+15.2% | $13,006-97.0% | $430-9.6% |