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 | $47,988 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $19,571 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 49 · EIN 51-0116113 | Other Services | $7,096 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,942 | $82,202-69.7% | $125,339-80.1% | $64,808-61.5% |
| Participation rate | 56.8% | 77.9%-21.1pp | 82.4%-25.6pp | 71.5%-14.7pp |
| Annual return | -13.22% | 3.48%-16.7pp | 572.05%-585.3pp | 32.82%-46.0pp |
| Employer contribution / active EE | $2,306 | $3,615-36.2% | $4,814-52.1% | $2,506-8.0% |
| Participant deferral / active EE | $3,710 | $7,175-48.3% | $7,446-50.2% | $4,310-13.9% |
| Admin fee / account holder | $330 | $163+102.4% | $10,010-96.7% | $188+75.9% |