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 | $35,197-57.4% | $53,898-72.2% | $102,872-85.4% |
| Participation rate | 10.5% | 29.6%-19.1pp | 55.0%-44.5pp | 73.0%-62.5pp |
| Annual return | 15.87% | 17.55%-1.7pp | 528.60%-512.7pp | 19.06%-3.2pp |
| Employer contribution / active EE | $0 | $713-100.0% | $932-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $303 | $1,333-77.3% | $1,826-83.4% | $5,535-94.5% |
| Admin fee / account holder | $122 | $834-85.4% | $2,491-95.1% | $292-58.3% |