Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $142,043 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $138,360 |
MILLER COOPER & CO LTD5 years Filed as: MILLER COOPER & CO., LTD Service code 10 · EIN 36-2897372 | Accounting | $26,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,691 | $57,921+65.2% | $98,716-3.1% | $103,975-8.0% |
| Participation rate | 42.9% | 68.8%-25.8pp | 69.3%-26.3pp | 72.5%-29.6pp |
| Annual return | 15.36% | 13.15%+2.2pp | 31.81%-16.5pp | 19.41%-4.1pp |
| Employer contribution / active EE | $670 | $1,595-58.0% | $2,279-70.6% | $3,722-82.0% |
| Participant deferral / active EE | $3,907 | $2,573+51.8% | $4,048-3.5% | $5,343-26.9% |
| Admin fee / account holder | $274 | $324-15.3% | $8,703-96.8% | $332-17.5% |