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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 INSTITUTIONAL OPERATIONS COMPANY · BOSTON, MA 02210 | Loan Processing | $17,116 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 26 · EIN 20-8764829 GLOBAL BANKING OPERATIONS · NEW YORK, NY 10004 | Advisory (Participants) | $15,261 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 16 · EIN 82-3719843 415 8TH AVE NE · BRAINERD, MN 56401 | Consulting | $11,144 |
MCSOLEY MCCOY & CO1 year Filed as: MCSOLEY MCCOY & CO. Service code 10 · EIN 03-0327374 118 TILLEY DRIVE · SOUTH BURLINGTON, VT 05403 | Accounting | $6,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,352 | $70,428+21.2% | $96,562-11.6% | $85,850-0.6% |
| Participation rate | 47.4% | 61.8%-14.4pp | 69.8%-22.4pp | 69.3%-21.9pp |
| Annual return | 16.58% | 18.59%-2.0pp | 37.78%-21.2pp | 318.53%-301.9pp |
| Employer contribution / active EE | $848 | $1,413-40.0% | $2,356-64.0% | $2,565-67.0% |
| Participant deferral / active EE | $4,424 | $2,894+52.9% | $3,849+15.0% | $3,952+12.0% |
| Admin fee / account holder | $761 | $4,997-84.8% | $6,181-87.7% | $6,260-87.8% |