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 64 · EIN 04-2647786 | Recordkeeping Fees | $55,841 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $14,250 |
WITHUMSMITH+BROWN, PC1 year Filed as: PARKER, BROWN, MACAULAY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $11,363 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $11,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,700 | $67,512-64.9% | $185,823-87.2% | $93,030-74.5% |
| Participation rate | 29.4% | 67.1%-37.7pp | 81.7%-52.3pp | 73.9%-44.5pp |
| Annual return | 28.38% | 21.04%+7.3pp | 122.05%-93.7pp | 158.70%-130.3pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $935 | $3,035-69.2% | $5,568-83.2% | $4,562-79.5% |
| Admin fee / account holder | $64 | $318-79.9% | $16,237-99.6% | $152-57.8% |