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 Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $80,563 |
DANA INVESTMENT ADVISORS2+ years Filed as: DANA INVESTMENT ADVISORS, INC. Service code 27 · EIN 39-1512278 PO BOX 1067 · BROOKFIELD, WI 53005 | Advisory (Plan) | $44,837 |
KATTER BARRETT & PATTEN LLP CPA'S2+ years 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,532 | $63,299+27.2% | $91,001-11.5% | $62,292+29.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 15.82% | 20.99%-5.2pp | 4.60%+11.2pp | 28.90%-13.1pp |
| Employer contribution / active EE | $3,076 | $1,807+70.3% | $2,456+25.3% | $2,042+50.6% |
| Participant deferral / active EE | $950 | $2,943-67.7% | $3,547-73.2% | $3,169-70.0% |
| Admin fee / account holder | $1,072 | $468+129.2% | $5,417-80.2% | $479+123.6% |