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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $59,223 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,265 |
EISNERAMPER LLP7 years Service code 10 · EIN 87-1363769 | Accounting | $19,845 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,864 | $122,239+112.6% | $184,203+41.1% | $74,495+248.8% |
| Participation rate | 91.8% | 85.5%+6.4pp | 86.8%+5.0pp | 67.2%+24.6pp |
| Annual return | 13.59% | 19.95%-6.4pp | 28.81%-15.2pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $13,016 | $4,537+186.9% | $6,427+102.5% | $2,623+396.2% |
| Participant deferral / active EE | $19,018 | $7,139+166.4% | $9,131+108.3% | $4,346+337.6% |
| Admin fee / account holder | $417 | $1,260-66.9% | $13,901-97.0% | $1,942-78.5% |