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 4-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 37 · EIN 04-2647786 | Loan Processing | $58,255 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $56,578 |
SINGERLEWAK LLP2 years Service code 10 · EIN 95-2302617 | Accounting | $22,900 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,424 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $92,241 | $89,808+2.7% | $100,391-8.1% | $77,643+18.8% |
| Participation rate | 93.8% | 81.2%+12.6pp | 81.5%+12.3pp | 70.6%+23.2pp |
| Annual return | 21.87% | 20.62%+1.3pp | 49.20%-27.3pp | 31.24%-9.4pp |
| Employer contribution / active EE | $2,403 | $3,039-20.9% | $3,942-39.0% | $2,726-11.9% |
| Participant deferral / active EE | $11,231 | $8,284+35.6% | $8,082+39.0% | $4,647+141.7% |
| Admin fee / account holder | $318 | $174+82.2% | $7,899-96.0% | $430-26.2% |