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 13 · EIN 42-0127290 | Contract Administrator | $190,910 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 16 · EIN 20-8764829 | Consulting | $41,250 |
LEONARD J. MILLER & ASSOCIATES7+ years Service code 10 · EIN 52-1193166 | Accounting | $35,000 |
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 | $147,761 | $78,275+88.8% | $109,143+35.4% | $86,799+70.2% |
| Participation rate | 98.3% | 73.8%+24.4pp | 75.9%+22.4pp | 72.3%+26.0pp |
| Annual return | 11.94% | 19.14%-7.2pp | 25.75%-13.8pp | 97.91%-86.0pp |
| Employer contribution / active EE | $1,457 | $3,105-53.1% | $3,722-60.9% | $2,405-39.4% |
| Participant deferral / active EE | $5,026 | $3,641+38.0% | $4,653+8.0% | $4,131+21.7% |
| Admin fee / account holder | $393 | $198+98.2% | $6,752-94.2% | $170+132.0% |