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 | Investment advisory (plan); Insurance... | $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 | $92,224-75.8% | $105,223-78.8% | $79,634-72.0% |
| Participation rate | 92.2% | 69.2%+23.0pp | 75.0%+17.1pp | 62.5%+29.7pp |
| Annual return | 18.64% | 88.65%-70.0pp | 180.65%-162.0pp | 36.46%-17.8pp |
| Employer contribution / active EE | $1,014 | $3,965-74.4% | $3,689-72.5% | $2,529-59.9% |
| Participant deferral / active EE | $3,951 | $3,834+3.1% | $5,072-22.1% | $3,835+3.0% |
| Admin fee / account holder | $182 | $1,121-83.7% | $8,859-97.9% | $1,002-81.8% |