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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $260,639 |
Filed as: MORGAN STANLEY CAPITAL MANAGEMENT Service code 27 · EIN 11-3658445 | Advisory (Plan) | $105,163 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $75,691 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $26,670 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY DOMESTIC HOLDINGS, Service code 27 · EIN 20-8764829 | Advisory (Plan) | $26,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,126 | $145,877+45.4% | $150,045+41.4% | $102,872+106.2% |
| Participation rate | 88.0% | 79.8%+8.1pp | 82.3%+5.7pp | 73.0%+15.0pp |
| Annual return | 16.73% | 21.37%-4.6pp | 62.55%-45.8pp | 19.06%-2.3pp |
| Employer contribution / active EE | $3,399 | $4,710-27.8% | $4,693-27.6% | $3,526-3.6% |
| Participant deferral / active EE | $15,876 | $9,491+67.3% | $7,997+98.5% | $5,535+186.8% |
| Admin fee / account holder | $137 | $176-22.3% | $13,435-99.0% | $292-53.2% |