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 BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $41,808 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $20,863 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,723 | $58,655+18.9% | $91,989-24.2% | $65,185+7.0% |
| Participation rate | 68.9% | 75.3%-6.4pp | 78.6%-9.8pp | 70.2%-1.3pp |
| Annual return | 33.00% | 33.92%-0.9pp | 69.02%-36.0pp | 29.38%+3.6pp |
| Employer contribution / active EE | $1,529 | $2,080-26.5% | $3,452-55.7% | $2,177-29.7% |
| Participant deferral / active EE | $2,837 | $5,474-48.2% | $5,923-52.1% | $3,514-19.3% |
| Admin fee / account holder | $407 | $434-6.3% | $7,743-94.7% | $847-52.0% |