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 BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 10036 | Securities Custodian | $31,529 |
KERNUTT STOKES LLP1 year Filed as: KERNUTT STOKES Service code 10 · EIN 93-0396435 1600 EXECUTIVE PKWY 110 · EUGENE, OR 97401 | Accounting | $18,700 |
Service code 15 · EIN 93-1749780 PO BOX 926 · SALEM, OR 97308 | Recordkeeping | $8,250 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,161 | $84,556-20.6% | $116,228-42.2% | $74,304-9.6% |
| Participation rate | 100.0% | 66.0%+34.0pp | 74.6%+25.4pp | 60.3%+39.7pp |
| Annual return | 7.18% | 18.35%-11.2pp | 90.06%-82.9pp | 29.43%-22.3pp |
| Employer contribution / active EE | $4,037 | $2,168+86.2% | $2,994+34.8% | $2,241+80.1% |
| Participant deferral / active EE | $1,672 | $3,814-56.2% | $4,953-66.2% | $3,767-55.6% |
| Admin fee / account holder | $375 | $3,792-90.1% | $11,989-96.9% | $2,969-87.4% |