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 7-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 | $28,835 |
Filed as: MORGAN STANLEY Service code 17 · EIN 26-4310632 | Pension Consulting | $23,772 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,153 | $56,060-23.0% | $76,002-43.2% | $80,874-46.6% |
| Participation rate | 88.8% | 62.0%+26.7pp | 69.1%+19.7pp | 67.6%+21.1pp |
| Annual return | 13.11% | 20.54%-7.4pp | 360.07%-347.0pp | 35.62%-22.5pp |
| Employer contribution / active EE | $0 | $1,873-100.0% | $2,688-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,204 | $3,051+37.8% | $4,257-1.2% | $4,297-2.2% |
| Admin fee / account holder | $478 | $5,237-90.9% | $6,414-92.5% | $6,935-93.1% |