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 BARNEY8 years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $107,876 |
WARD FISHER & COMPANY1 year Filed as: WARD, FISHER & COMPANY LLC Service code 10 · EIN 05-0234540 | Accounting | $61,060 |
BENESYS, INC.8 years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $34,303 |
RODIO & URSILLO8 years Service code 29 · EIN 05-0398359 | Legal | $24,000 |
ROBERT CHEVERIE8 years Filed as: ROBERT CHEVERIE & ASSOCIATES Service code 29 · EIN 06-1335139 | Legal | $9,350 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,705 | $122,693-30.1% | $184,203-53.5% | $199,593-57.1% |
| Participation rate | 62.6% | 86.8%-24.2pp | 86.8%-24.2pp | 72.0%-9.4pp |
| Annual return | 10.90% | 143.91%-133.0pp | 28.81%-17.9pp | 34.25%-23.3pp |
| Employer contribution / active EE | $3,825 | $4,584-16.6% | $6,427-40.5% | $3,034+26.1% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $9,131-100.0% | $5,087-100.0% |
| Admin fee / account holder | $500 | $121+314.6% | $13,901-96.4% | $269+85.9% |