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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $272,954 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $104,227 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $11,000 |
Service code 61 · EIN 95-3706234 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,293 | $41,850+22.6% | $96,562-46.9% | $101,517-49.5% |
| Participation rate | 17.6% | 58.3%-40.7pp | 69.8%-52.2pp | 74.6%-57.0pp |
| Annual return | 15.83% | 16.51%-0.7pp | 37.78%-22.0pp | 21.00%-5.2pp |
| Employer contribution / active EE | $0 | $929-100.0% | $2,356-100.0% | $2,973-100.0% |
| Participant deferral / active EE | $1,025 | $1,934-47.0% | $3,849-73.4% | $4,873-79.0% |
| Admin fee / account holder | $218 | $73+198.9% | $6,181-96.5% | $139+56.0% |