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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $28,358 |
TIC INTERNATIONAL CORPORATION1+ years Service code 10 · EIN 13-2600875 | Accounting | $12,475 |
LEGGHIO & ISRAEL, P.C.1+ years Filed as: LEGGHIO & ISRAEL Service code 29 · EIN 38-1971448 | Legal | $8,482 |
Service code 10 · EIN 38-2284921 | Accounting | $6,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,678 | $56,897-28.5% | $84,750-52.0% | $62,891-35.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 1.46% | 6.30%-4.8pp | 22.78%-21.3pp | 20.14%-18.7pp |
| Employer contribution / active EE | $1,265 | $2,400-47.3% | $3,574-64.6% | $2,281-44.6% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $555 | $3,581-84.5% | $5,332-89.6% | $4,296-87.1% |