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 |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $75,923 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $13,068 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,280 | $100,923+180.7% | $150,045+88.8% | $74,304+281.2% |
| Participation rate | 99.6% | 70.1%+29.5pp | 82.3%+17.2pp | 60.3%+39.2pp |
| Annual return | 11.63% | 51.77%-40.1pp | 62.55%-50.9pp | 29.43%-17.8pp |
| Employer contribution / active EE | $21,243 | $3,463+513.4% | $4,693+352.6% | $2,241+847.9% |
| Participant deferral / active EE | $7,831 | $6,709+16.7% | $7,997-2.1% | $3,767+107.9% |
| Admin fee / account holder | $284 | $2,767-89.7% | $13,435-97.9% | $2,969-90.4% |