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 STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $61,025 |
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $28,866 |
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $11,773 |
FRANKLIN TEMPLETON3+ years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 01-0846058 | Investment Management | $7,915 |
OAKMARK2 years Filed as: OAKMARK FUNDS Service code 52 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Filed as: OPPENHEIMER FUNDS Service code 52 | Indirect Investment Fees | $0 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $171,071-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.4%-37.4pp | 4.7%-4.7pp |
| Annual return | 6.96% | -1.76%+8.7pp | -3.19%+10.2pp | -0.69%+7.7pp |
| Employer contribution / active EE | $2,861 | $13,257-78.4% | $48,658-94.1% | $16,786-83.0% |
| Participant deferral / active EE | $0 | $0 | $273-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,129-100.0% | $124-100.0% |