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 | $166,663 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: J.P. MORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $78,114 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $72,776 | $55,416+31.3% | $75,972-4.2% | $77,643-6.3% |
| Participation rate | 72.9% | 63.6%+9.4pp | 69.1%+3.9pp | 70.6%+2.4pp |
| Annual return | 15.43% | 17.07%-1.6pp | 359.55%-344.1pp | 31.24%-15.8pp |
| Employer contribution / active EE | $674 | $1,788-62.3% | $2,685-74.9% | $2,726-75.3% |
| Participant deferral / active EE | $6,800 | $3,447+97.3% | $4,255+59.8% | $4,647+46.3% |
| Admin fee / account holder | $271 | $414-34.4% | $6,467-95.8% | $430-36.9% |