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 4-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 | $68,855 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 49 · EIN 51-0116113 | Other Services | $25,622 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,981 | $89,465-78.8% | $164,866-88.5% | $77,671-75.6% |
| Participation rate | 84.6% | 78.6%+6.0pp | 78.6%+6.0pp | 70.6%+14.0pp |
| Annual return | 12.85% | 28.81%-16.0pp | 69.97%-57.1pp | 31.21%-18.4pp |
| Employer contribution / active EE | $1,221 | $2,568-52.4% | $4,343-71.9% | $2,726-55.2% |
| Participant deferral / active EE | $3,682 | $4,897-24.8% | $6,033-39.0% | $4,648-20.8% |
| Admin fee / account holder | $251 | $340-26.0% | $12,689-98.0% | $430-41.6% |