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 13 · EIN 42-0127290 | Contract Administrator | $46,833 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 49 · EIN 51-0116113 | Other Services | $21,427 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $9,945 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,901 | $64,707+76.0% | $112,228+1.5% | $68,494+66.3% |
| Participation rate | 73.9% | 67.2%+6.8pp | 75.1%-1.1pp | 67.9%+6.0pp |
| Annual return | -18.10% | -11.40%-6.7pp | 27.45%-45.6pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,919 | $2,746+6.3% | $3,635-19.7% | $2,596+12.4% |
| Participant deferral / active EE | $6,582 | $3,565+84.6% | $4,728+39.2% | $4,027+63.4% |
| Admin fee / account holder | $488 | $5,232-90.7% | $6,410-92.4% | $5,403-91.0% |