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 | $209,194 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 20-8764829 | Advisory (Plan) | $44,663 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $24,944 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,039 | $91,517-48.6% | $101,248-53.5% | $73,409-35.9% |
| Participation rate | 87.9% | 73.8%+14.1pp | 75.8%+12.1pp | 72.2%+15.7pp |
| Annual return | 11.32% | 17.17%-5.8pp | 46.47%-35.1pp | 59.29%-48.0pp |
| Employer contribution / active EE | $360 | $2,877-87.5% | $3,660-90.2% | $2,234-83.9% |
| Participant deferral / active EE | $2,178 | $3,338-34.8% | $4,370-50.2% | $3,805-42.8% |
| Admin fee / account holder | $195 | $216-9.8% | $5,945-96.7% | $158+23.3% |