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 13 · EIN 42-0127290 | Contract Administrator | $45,687 |
Filed as: MORGAN STANLEY Service code 31 · EIN 11-3658445 | Named fiduciary; Other investment fee... | $27,361 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $14,984 | $36,943-59.4% | $52,425-71.4% | $103,975-85.6% |
| Participation rate | 10.5% | 27.5%-17.1pp | 55.6%-45.1pp | 72.5%-62.0pp |
| Annual return | 15.87% | 17.59%-1.7pp | 302.12%-286.3pp | 19.41%-3.5pp |
| Employer contribution / active EE | $0 | $884-100.0% | $914-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $303 | $1,347-77.5% | $1,790-83.1% | $5,343-94.3% |
| Admin fee / account holder | $122 | $508-76.0% | $2,495-95.1% | $332-63.3% |