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 | $87,077 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $14,535 |
WITHUMSMITH+BROWN, PC2 years Filed as: PARKER, BROWN, MACAULAY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $9,908 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $9,000 |
Filed as: FIDELITY INV INSTL OP COMPANY LLC Service code 60 | Sub-TA Fees | $0 |
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 | $20,281 | $45,000-54.9% | $143,757-85.9% | $77,904-74.0% |
| Participation rate | 30.8% | 66.8%-36.1pp | 80.3%-49.5pp | 73.7%-42.9pp |
| Annual return | -13.78% | 29.03%-42.8pp | -0.04%-13.7pp | 12.21%-26.0pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $1,033 | $3,157-67.3% | $5,637-81.7% | $4,806-78.5% |
| Admin fee / account holder | $79 | $98-19.5% | $14,673-99.5% | $133-40.3% |