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 BARNEY2 years Service code 19 · EIN 11-3658445 | Securities Custodian | $32,292 |
SCHULTHEIS & PANETTIERI, LLP3 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $29,799 |
Filed as: KARPUS INVESTMENT MANAGEMENT Service code 28 · EIN 16-1290558 | Investment Management | $12,482 |
BLITMAN & KING8 years Service code 29 · EIN 16-1047304 | Legal | $8,863 |
Service code 16 · EIN 92-2010862 | Consulting | $7,258 |
Filed as: WALTER SCOTT Service code 28 · EIN 98-0465834 | Investment Management | $6,970 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $6,365 |
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 | $8,263 | $103,641-92.0% | $107,525-92.3% | $102,872-92.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 4.85% | 13.08%-8.2pp | 181.32%-176.5pp | 19.06%-14.2pp |
| Employer contribution / active EE | $818 | $5,096-83.9% | $3,754-78.2% | $3,526-76.8% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $108 | $276-61.1% | $8,919-98.8% | $292-63.2% |