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 BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $72,536 |
DANA INVESTMENT ADVISORS1+ years Filed as: DANA INVESTMENT ADVISORS, INC. Service code 27 · EIN 39-1512278 PO BOX 1067 · BROOKFIELD, WI 53005 | Advisory (Plan) | $43,213 |
Service code 10 · EIN 93-6107217 PO BOX 926 · SALEM, OR 97308 | Accounting | $18,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,304 | $56,629+20.6% | $77,999-12.4% | $55,167+23.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 1.18% | 2866.98%-2865.8pp | 425.96%-424.8pp | 169.23%-168.0pp |
| Employer contribution / active EE | $3,047 | $1,723+76.9% | $2,470+23.4% | $1,963+55.3% |
| Participant deferral / active EE | $1,090 | $2,777-60.7% | $3,497-68.8% | $3,054-64.3% |
| Admin fee / account holder | $993 | $467+112.8% | $5,480-81.9% | $504+97.0% |