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 BARNEY2 years Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Advisory (Plan) | $63,334 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,670 |
MOSS ADAMS LLP2 years Service code 10 PO BOX 748369 · LOS ANGELES, CA 900748369 | Accounting | $12,875 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,476 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,299 | $46,423+243.1% | $75,886+109.9% | $67,579+135.7% |
| Participation rate | 79.5% | 63.1%+16.4pp | 69.3%+10.2pp | 71.3%+8.2pp |
| Annual return | 25.47% | 32.29%-6.8pp | 30.76%-5.3pp | 378.56%-353.1pp |
| Employer contribution / active EE | $5,800 | $1,406+312.4% | $2,500+132.0% | $2,148+170.0% |
| Participant deferral / active EE | $8,331 | $2,564+224.9% | $3,603+131.2% | $3,539+135.4% |
| Admin fee / account holder | $618 | $132+368.8% | $5,418-88.6% | $142+334.2% |