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 26 · EIN 71-0294708 | Advisory (Participants) | $107,428 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $43,000 |
THE ZLC GROUP CPAS LLC1 year Filed as: ZLC GROUP CPAS LLC Service code 99 · EIN 22-2000222 | Other Fees | $8,550 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $7,553 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $147,393 | $82,202+79.3% | $125,339+17.6% | $64,808+127.4% |
| Participation rate | 88.2% | 77.9%+10.3pp | 82.4%+5.8pp | 71.5%+16.7pp |
| Annual return | -18.12% | 3.48%-21.6pp | 572.05%-590.2pp | 32.82%-50.9pp |
| Employer contribution / active EE | $2,020 | $3,615-44.1% | $4,814-58.0% | $2,506-19.4% |
| Participant deferral / active EE | $8,825 | $7,175+23.0% | $7,446+18.5% | $4,310+104.7% |
| Admin fee / account holder | $250 | $163+52.9% | $10,010-97.5% | $188+32.9% |