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 12 · EIN 13-3689044 | Distribution (12b-1) fees; Sales load... | $128,950 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $82,000 |
MAULDIN & JENKINS1 year Filed as: MAULDIN & JENKINS, LLC Service code 10 · EIN 58-0692043 | Accounting | $14,500 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $102,720 | $48,471+111.9% | $182,532-43.7% | $67,579+52.0% |
| Participation rate | 97.6% | 67.2%+30.4pp | 78.0%+19.6pp | 71.3%+26.3pp |
| Annual return | 24.13% | 31.08%-6.9pp | 148.54%-124.4pp | 378.56%-354.4pp |
| Employer contribution / active EE | $1,676 | $1,461+14.7% | $4,076-58.9% | $2,148-22.0% |
| Participant deferral / active EE | $5,481 | $3,324+64.9% | $5,524-0.8% | $3,539+54.9% |
| Admin fee / account holder | $330 | $151+118.0% | $8,592-96.2% | $142+131.6% |