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 BARNEY9 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $228,732 |
MATRIX TRUST COMPANY10+ years Filed as: BROADRIDGE/MATRIX TRUST COMPANY Service code 21 · EIN 75-3182674 | Bank Trustee | $51,515 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,100 |
DOLAN MCENIRY CAPITAL MANAGEMENT10+ years Service code 27 · EIN 36-4169967 | Advisory (Plan) | $46,201 |
CONNORS7 years Service code 27 | Advisory (Plan) | $25,308 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,200 | $106,028+49.2% | $146,958+7.7% | $77,643+103.8% |
| Participation rate | 88.2% | 78.4%+9.9pp | 82.2%+6.1pp | 70.6%+17.6pp |
| Annual return | 10.10% | 56.73%-46.6pp | 418.34%-408.2pp | 31.24%-21.1pp |
| Employer contribution / active EE | $11,794 | $4,063+190.3% | $4,933+139.1% | $2,726+332.7% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $1,093 | $337+223.7% | $12,998-91.6% | $430+153.8% |