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 37 · EIN 04-2647786 | Loan Processing | $158,212 |
MORGAN STANLEY SMITH BARNEY11+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $40,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,799 |
Filed as: CBIZ Service code 10 · EIN 43-1947695 | Accounting | $16,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $39,316 | $111,072-64.6% | $156,263-74.8% | $102,872-61.8% |
| Participation rate | 84.4% | 80.1%+4.2pp | 78.9%+5.5pp | 73.0%+11.4pp |
| Annual return | 17.56% | 16.98%+0.6pp | 59.47%-41.9pp | 19.06%-1.5pp |
| Employer contribution / active EE | $1,636 | $4,017-59.3% | $4,333-62.2% | $3,526-53.6% |
| Participant deferral / active EE | $4,799 | $5,455-12.0% | $6,158-22.1% | $5,535-13.3% |
| Admin fee / account holder | $127 | $120+5.5% | $14,255-99.1% | $292-56.5% |