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 BARNEY5+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 13-2655998 | Advisory (Plan) | $80,000 |
Service code 12 · EIN 13-3689044 | Participant communication; Float reve... | $67,078 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS, LLC Service code 16 60 S 6TH ST. · MINNEAPOLIS, MN 55402 | Consulting | $50,072 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 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 | $141,759 | $88,122+60.9% | $141,162+0.4% | $67,579+109.8% |
| Participation rate | 98.9% | 76.5%+22.5pp | 82.5%+16.5pp | 71.3%+27.7pp |
| Annual return | 20.04% | 75.40%-55.4pp | 71.39%-51.3pp | 378.56%-358.5pp |
| Employer contribution / active EE | $1,432 | $3,224-55.6% | $4,735-69.8% | $2,148-33.3% |
| Participant deferral / active EE | $10,280 | $5,958+72.6% | $6,709+53.2% | $3,539+190.5% |
| Admin fee / account holder | $372 | $131+184.5% | $10,261-96.4% | $142+161.7% |