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 Service code 27 · EIN 24-4310632 | Advisory (Plan) | $82,258 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $41,479 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $27,692 |
SCHNEIDER DOWNS & CO., INC.3 years Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $20,791 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $128,984 | $56,767+127.2% | $101,794+26.7% | $85,563+50.7% |
| Participation rate | 52.9% | 57.6%-4.6pp | 69.2%-16.2pp | 66.0%-13.0pp |
| Annual return | 13.37% | 17.76%-4.4pp | 30.53%-17.2pp | 31.51%-18.1pp |
| Employer contribution / active EE | $2,066 | $1,112+85.8% | $2,289-9.7% | $2,654-22.1% |
| Participant deferral / active EE | $4,309 | $2,720+58.4% | $4,084+5.5% | $4,375-1.5% |
| Admin fee / account holder | $387 | $1,098-64.8% | $8,777-95.6% | $834-53.7% |