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 16 · EIN 26-4310632 | Consulting | $100,000 |
MAULDIN & JENKINS3+ years Service code 10 · EIN 58-0692043 | Accounting | $14,300 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Claims ... | $1,069 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,466 | $46,966+88.4% | $185,117-52.2% | $69,631+27.0% |
| Participation rate | 86.6% | 65.3%+21.4pp | 77.3%+9.4pp | 70.7%+16.0pp |
| Annual return | 16.86% | 22.36%-5.5pp | 40.50%-23.6pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $1,534 | $1,360+12.8% | $4,182-63.3% | $2,032-24.5% |
| Participant deferral / active EE | $4,807 | $3,017+59.4% | $5,045-4.7% | $3,224+49.1% |
| Admin fee / account holder | $356 | $94+279.1% | $8,159-95.6% | $110+222.1% |