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 9-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 |
|---|---|---|
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $16,944 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,008 |
Filed as: ADMINISTRATIVE GROUP, LLC Service code 15 · EIN 42-1484983 | Recordkeeping | $8,448 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,658 | $79,171-36.0% | $102,423-50.5% | $74,495-32.0% |
| Participation rate | 99.3% | 74.8%+24.5pp | 76.5%+22.8pp | 67.2%+32.1pp |
| Annual return | 17.15% | 54.93%-37.8pp | 29.32%-12.2pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $4,655 | $2,362+97.0% | $3,023+54.0% | $2,623+77.5% |
| Participant deferral / active EE | $9,250 | $4,415+109.5% | $5,053+83.1% | $4,346+112.9% |
| Admin fee / account holder | $223 | $2,001-88.8% | $9,451-97.6% | $1,942-88.5% |