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 | $86,314 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $20,205 |
WITHUMSMITH+BROWN, PC4 years Filed as: PARKER, BROWN, MACAULAY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $18,561 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $11,250 |
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 | $25,832 | $53,136-51.4% | $155,509-83.4% | $199,593-87.1% |
| Participation rate | 52.5% | 64.1%-11.6pp | 78.2%-25.7pp | 72.0%-19.5pp |
| Annual return | 15.15% | 41.15%-26.0pp | 64.67%-49.5pp | 34.25%-19.1pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $1,930 | $3,161-38.9% | $5,626-65.7% | $5,087-62.1% |
| Admin fee / account holder | $93 | $185-50.0% | $15,912-99.4% | $269-65.5% |