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 37 · EIN 04-2647786 | Loan Processing | $333,150 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,193 |
Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $26,750 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,665 | $144,996-44.4% | $111,297-27.5% | $93,030-13.3% |
| Participation rate | 82.3% | 86.2%-3.8pp | 77.3%+5.0pp | 73.9%+8.4pp |
| Annual return | 4.88% | 18.26%-13.4pp | 54.65%-49.8pp | 158.70%-153.8pp |
| Employer contribution / active EE | $2,235 | $3,056-26.8% | $2,731-18.1% | $2,706-17.4% |
| Participant deferral / active EE | $3,512 | $5,587-37.1% | $4,487-21.7% | $4,562-23.0% |
| Admin fee / account holder | $127 | $103+22.4% | $7,964-98.4% | $152-16.5% |