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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,280 | $88,360+220.6% | $145,433+94.8% | $67,986+316.7% |
| Participation rate | 99.6% | 65.5%+34.1pp | 82.1%+17.4pp | 57.2%+42.4pp |
| Annual return | 11.63% | 63.15%-51.5pp | 66.58%-54.9pp | 31.67%-20.0pp |
| Employer contribution / active EE | $21,243 | $3,054+595.6% | $4,554+366.4% | $2,019+952.3% |
| Participant deferral / active EE | $7,831 | $5,932+32.0% | $7,897-0.8% | $3,358+133.2% |
| Admin fee / account holder | $284 | $3,313-91.4% | $13,129-97.8% | $3,203-91.1% |