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 | Float revenue; Participant communicat... | $101,565 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $82,000 |
MAULDIN & JENKINS2 years Filed as: MAULDIN & JENKINS, LLC Service code 10 · EIN 58-0692043 | Accounting | $14,500 |
NATIONAL FINANCIAL SERVICES6+ 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 | $124,621 | $56,152+121.9% | $185,823-32.9% | $73,409+69.8% |
| Participation rate | 94.3% | 67.6%+26.7pp | 78.0%+16.3pp | 72.2%+22.1pp |
| Annual return | 14.49% | 17.59%-3.1pp | 35.95%-21.5pp | 59.29%-44.8pp |
| Employer contribution / active EE | $1,477 | $1,532-3.6% | $4,087-63.9% | $2,234-33.9% |
| Participant deferral / active EE | $6,258 | $3,659+71.0% | $5,632+11.1% | $3,805+64.4% |
| Admin fee / account holder | $328 | $132+148.8% | $9,500-96.5% | $158+108.0% |