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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $102,491 |
KLICHS LLP3 years Filed as: KLICHS, LLP Service code 10 · EIN 46-2608003 | Accounting | $32,920 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: SBHU/MORGAN STANLEY SMITH BARNEY Service code 22 · EIN 13-2896238 | Insurance Broker | $16,350 |
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,525 | $92,055-83.1% | $106,213-85.4% | $77,643-80.0% |
| Participation rate | 84.7% | 81.0%+3.6pp | 75.3%+9.4pp | 70.6%+14.1pp |
| Annual return | 13.35% | 17.91%-4.6pp | 116.14%-102.8pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,210 | $3,367-64.1% | $3,171-61.9% | $2,726-55.6% |
| Participant deferral / active EE | $2,393 | $5,386-55.6% | $5,016-52.3% | $4,647-48.5% |
| Admin fee / account holder | $288 | $219+31.4% | $11,033-97.4% | $430-33.1% |