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 35-1140070 | Contract Administrator | $63,915 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: GRAYSTONE CONSULTING Service code 16 · EIN 36-3145972 | Consulting | $48,069 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $45,652 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $428,027 | $73,102+485.5% | $123,544+246.5% | $56,287+660.4% |
| Participation rate | 96.5% | 74.3%+22.2pp | 82.3%+14.2pp | 69.9%+26.6pp |
| Annual return | -4.76% | 3.01%-7.8pp | 119.20%-124.0pp | -9.96%+5.2pp |
| Employer contribution / active EE | $12,010 | $2,977+303.4% | $4,628+159.5% | $2,111+468.9% |
| Participant deferral / active EE | $10,448 | $5,423+92.7% | $6,426+62.6% | $3,350+211.9% |
| Admin fee / account holder | $679 | $554+22.7% | $9,284-92.7% | $521+30.4% |