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 3-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 | $148,462 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $76,431 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY DOMESTIC HOLDINGS, Service code 27 · EIN 20-8764829 | Advisory (Plan) | $24,198 |
ARMANINO LLP1+ years Service code 10 · EIN 94-6214841 | Accounting | $16,695 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $128,643 | $107,459+19.7% | $135,903-5.3% | $80,160+60.5% |
| Participation rate | 96.4% | 78.0%+18.3pp | 81.9%+14.5pp | 72.9%+23.4pp |
| Annual return | 84.02% | 91.91%-7.9pp | 68.23%+15.8pp | 40.38%+43.6pp |
| Employer contribution / active EE | $2,883 | $3,877-25.6% | $4,856-40.6% | $2,978-3.2% |
| Participant deferral / active EE | $10,791 | $8,195+31.7% | $7,758+39.1% | $5,017+115.1% |
| Admin fee / account holder | $102 | $127-19.4% | $10,762-99.0% | $145-29.4% |