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 BARNEY3+ years Filed as: MORGAN, LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $113,427 |
LAVERNE DEVALIA1 year Service code 30 · EIN 23-2774706 | Employee (plan); Direct payment from ... | $58,190 |
Filed as: DARRELL WILLIAMS II Service code 30 · EIN 23-2774706 | Direct payment from the plan; Employe... | $52,378 |
PAMELA A SMITH STRITE1 year Filed as: PAMELA A. SMITH-STRITE Service code 30 · EIN 23-2774706 | Direct payment from the plan; Employe... | $43,750 |
ERIC J. FERNANDEZ & CO.1 year Filed as: ERIC BROOKS Service code 30 · EIN 23-2774706 | Direct payment from the plan; Employe... | $43,114 |
BENESYS, INC.1 year Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC Service code 15 · EIN 23-2182079 | Recordkeeping | $37,458 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $35,971 |
EVELYN ALAMEDA1 year Service code 30 · EIN 23-2774706 | Employee (plan); Direct payment from ... | $28,978 |
INVESCO3+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $26,372 |
PNC BANK, N.A.3+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 24 · EIN 22-1146430 | Discretionary Trustee | $25,650 |
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 | $8,176 | $89,274-90.8% | $149,718-94.5% | $77,958-89.5% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 8.32% | 20.36%-12.0pp | 1501.63%-1493.3pp | 20.87%-12.5pp |
| Employer contribution / active EE | $1,133 | $3,727-69.6% | $5,445-79.2% | $2,310-51.0% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,569-100.0% | $3,537-100.0% |
| Admin fee / account holder | $97 | $240-59.7% | $11,283-99.1% | $97-0.7% |