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 SMITH BARNEY LLC Service code 27 · EIN 20-8764829 300 LINDEN OAKS SUITE 200 · ROCHESTER, NY 14625 | Advisory (Plan) | $24,050 |
Service code 10 · EIN 14-1624930 | Accounting | $18,889 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 51 · EIN 16-1290558 183 SULLYS TRAIL · PITTSFORD, NY 14534 | Investment Mgmt Fees | $16,699 |
Filed as: MORGAN STANLEY SMITH BARNEY - UMA Service code 27 · EIN 20-8764829 300 LINDEN OAKS SUITE 200 · ROCHESTER, NY 14625 | Advisory (Plan) | $14,608 |
BLITMAN & KING4 years Service code 29 · EIN 16-1047304 800 TROY SCHENECTADY ROAD · LATHAM, NY 12110 | Legal | $11,162 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 72 · EIN 36-4776242 1205 WESTLAKES DR STE 100 · BERWYN, PA 19312 | Other investment fees and expenses | $6,529 |
DECUSOFT1 year Service code 15 · EIN 02-0643827 70 HILLTOP ROAD, SUITE 1003 · RAMSEY, NJ 07446 | Recordkeeping | $5,239 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,960 | $52,626-86.8% | $98,442-92.9% | $93,030-92.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.3%+26.7pp | 73.9%+26.1pp |
| Annual return | 19.50% | 16.95%+2.5pp | 1492.73%-1473.2pp | 158.70%-139.2pp |
| Employer contribution / active EE | $846 | $1,894-55.3% | $2,960-71.4% | $2,706-68.7% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $4,276-100.0% | $4,562-100.0% |
| Admin fee / account holder | $89 | $102-13.3% | $5,949-98.5% | $152-41.6% |