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 37 · EIN 04-2647786 | Loan Processing | $227,084 |
Filed as: MORGAN STANLEY CAPITAL MANAGEMENT, Service code 16 · EIN 11-3658445 | Consulting | $83,059 |
VENABLE LLP3 years Service code 29 · EIN 52-0517250 | Legal | $76,494 |
MOSS ADAMS LLP9 years Service code 10 · EIN 91-0189318 | Accounting | $47,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,456 | $106,028+86.2% | $146,958+34.4% | $77,643+154.3% |
| Participation rate | 94.9% | 78.4%+16.5pp | 82.2%+12.8pp | 70.6%+24.3pp |
| Annual return | 16.49% | 56.73%-40.2pp | 418.34%-401.8pp | 31.24%-14.7pp |
| Employer contribution / active EE | $4,118 | $4,063+1.3% | $4,933-16.5% | $2,726+51.1% |
| Participant deferral / active EE | $15,401 | $7,990+92.8% | $8,070+90.8% | $4,647+231.4% |
| Admin fee / account holder | $80 | $337-76.3% | $12,998-99.4% | $430-81.4% |