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 BARNEY3 years Service code 12 34901 WOODWARD AVE · BIRMINGHAM, MI 480090923 | Claims processing; Direct payment fro... | $28,320 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $13,251 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,557 | $44,642+8.8% | $91,220-46.8% | $66,914-27.4% |
| Participation rate | 97.6% | 64.9%+32.7pp | 73.2%+24.4pp | 69.8%+27.8pp |
| Annual return | -17.87% | -12.29%-5.6pp | 114.01%-131.9pp | 1.58%-19.5pp |
| Employer contribution / active EE | $2,610 | $1,706+53.0% | $2,850-8.4% | $2,544+2.6% |
| Participant deferral / active EE | $3,952 | $3,349+18.0% | $4,234-6.6% | $4,237-6.7% |
| Admin fee / account holder | $253 | $521-51.4% | $5,420-95.3% | $593-57.3% |