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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $32,898 |
Filed as: VOYA RETIREMENT INS ANN CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $18,591 |
Service code 49 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Other Services | $5,355 |
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 | $88,375 | $81,460+8.5% | $103,333-14.5% | $80,856+9.3% |
| Participation rate | 97.3% | 66.8%+30.5pp | 74.5%+22.8pp | 67.6%+29.7pp |
| Annual return | 12.05% | 25.55%-13.5pp | 24.88%-12.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $3,016 | $3,105-2.9% | $3,868-22.0% | $2,755+9.5% |
| Participant deferral / active EE | $8,852 | $3,869+128.8% | $5,057+75.0% | $4,296+106.1% |
| Admin fee / account holder | $517 | $6,566-92.1% | $8,355-93.8% | $6,918-92.5% |