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 |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $80,000 |
Service code 99 353 N CLARK ST · CHICAGO, IL 60654 | Other Fees | $30,000 |
MITCHELL & TITUS, LLP1 year Filed as: MITCHELL & TITUS LLP Service code 99 ONE BATTERY PARK PLAZA 27TH FL · NEW YORK, NY 10004 | Other Fees | $30,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $797,881 | $129,021+518.4% | $184,203+333.2% | $77,643+927.6% |
| Participation rate | 95.2% | 87.3%+7.9pp | 86.8%+8.4pp | 70.6%+24.6pp |
| Annual return | 16.81% | 33.27%-16.5pp | 28.81%-12.0pp | 31.24%-14.4pp |
| Employer contribution / active EE | $27,483 | $4,413+522.8% | $6,427+327.6% | $2,726+908.2% |
| Participant deferral / active EE | $13,275 | $7,297+81.9% | $9,131+45.4% | $4,647+185.7% |
| Admin fee / account holder | $300 | $254+18.3% | $13,901-97.8% | $430-30.2% |