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 15 · EIN 13-3689044 | Recordkeeping | $38,791 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 23 · EIN 24-4310632 | Insurance services; Insurance brokera... | $24,053 |
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 | $22,315 | $95,880-76.7% | $107,525-79.2% | $85,563-73.9% |
| Participation rate | 92.2% | 70.1%+22.0pp | 75.1%+17.1pp | 66.0%+26.2pp |
| Annual return | 18.64% | 68.06%-49.4pp | 181.32%-162.7pp | 31.51%-12.9pp |
| Employer contribution / active EE | $1,014 | $3,812-73.4% | $3,754-73.0% | $2,654-61.8% |
| Participant deferral / active EE | $3,951 | $4,201-5.9% | $5,116-22.8% | $4,375-9.7% |
| Admin fee / account holder | $182 | $1,025-82.2% | $8,919-98.0% | $834-78.2% |