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 64 · EIN 71-0294708 | Recordkeeping Fees | $154,472 |
Filed as: MORGAN STANLEY GLOBAL BANKING OP Service code 99 · EIN 20-8764829 | Other Fees | $41,590 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,059 |
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.
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 | $57,586 | $88,890-35.2% | $102,423-43.8% | $77,643-25.8% |
| Participation rate | 93.8% | 80.9%+12.8pp | 76.5%+17.3pp | 70.6%+23.2pp |
| Annual return | 10.56% | 24.98%-14.4pp | 29.32%-18.8pp | 31.24%-20.7pp |
| Employer contribution / active EE | $1,220 | $2,698-54.8% | $3,023-59.6% | $2,726-55.2% |
| Participant deferral / active EE | $5,035 | $5,145-2.1% | $5,053-0.3% | $4,647+8.4% |
| Admin fee / account holder | $360 | $235+53.0% | $9,451-96.2% | $430-16.3% |