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 5-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 | $78,427 |
MSH CAPITAL ADVISORS LLC1 year Service code 27 · EIN 45-2069942 | Advisory (Plan) | $25,044 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,287 | $88,890-82.8% | $102,423-85.1% | $77,643-80.3% |
| Participation rate | 98.7% | 80.9%+17.8pp | 76.5%+22.2pp | 70.6%+28.1pp |
| Annual return | 24.10% | 24.98%-0.9pp | 29.32%-5.2pp | 31.24%-7.1pp |
| Employer contribution / active EE | $2,409 | $2,698-10.7% | $3,023-20.3% | $2,726-11.6% |
| Participant deferral / active EE | $3,275 | $5,145-36.4% | $5,053-35.2% | $4,647-29.5% |
| Admin fee / account holder | $188 | $235-20.3% | $9,451-98.0% | $430-56.4% |