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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 · EIN 24-4310632 | Advisory (Plan) | $29,090 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $26,622 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,538 | $100,923-4.3% | $150,045-35.7% | $74,304+29.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 20.17% | 51.77%-31.6pp | 62.55%-42.4pp | 29.43%-9.3pp |
| Employer contribution / active EE | $3,027 | $3,463-12.6% | $4,693-35.5% | $2,241+35.1% |
| Participant deferral / active EE | $8,777 | $6,709+30.8% | $7,997+9.8% | $3,767+133.0% |
| Admin fee / account holder | $318 | $2,767-88.5% | $13,435-97.6% | $2,969-89.3% |