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 |
|---|---|---|
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $25,000 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $24,457 |
Service code 16 · EIN 98-2010862 | Consulting | $10,870 |
BLITMAN & KING2 years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $10,650 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $6,383 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 23-2891243 | Investment Management | $5,975 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,076 | $88,480-92.0% | $96,683-92.7% | $80,160-91.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 0.08% | 22.53%-22.5pp | 35.69%-35.6pp | 40.38%-40.3pp |
| Employer contribution / active EE | $780 | $4,176-81.3% | $3,737-79.1% | $2,978-73.8% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $82 | $212-61.3% | $6,730-98.8% | $145-43.4% |