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 |
|---|---|---|
WARD FISHER & COMPANY2 years Filed as: WARD, FISHER & COMPANY LLC Service code 10 · EIN 05-0234540 | Accounting | $214,000 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $100,485 |
BENESYS, INC.9 years Filed as: BENESYS INC Service code 14 · EIN 38-2383171 | Plan Administrator | $44,842 |
RODIO & URSILLO9 years Service code 29 · EIN 05-0398359 | Legal | $26,000 |
ROBERT CHEVERIE9 years Filed as: ROBERT CHEVERIE & ASSOCIATES Service code 29 · EIN 06-1335139 | Legal | $8,500 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $93,706 | $131,799-28.9% | $200,582-53.3% | $85,563+9.5% |
| Participation rate | 97.3% | 87.9%+9.4pp | 86.9%+10.4pp | 66.0%+31.3pp |
| Annual return | 12.52% | 21.59%-9.1pp | 42.33%-29.8pp | 31.51%-19.0pp |
| Employer contribution / active EE | $6,891 | $4,532+52.1% | $6,419+7.4% | $2,654+159.7% |
| Participant deferral / active EE | $278 | $7,702-96.4% | $9,331-97.0% | $4,375-93.7% |
| Admin fee / account holder | $658 | $235+180.0% | $16,305-96.0% | $834-21.1% |