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 BARNEY7+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $240,093 |
Service code 10 · EIN 13-2600875 | Accounting | $36,036 |
Service code 10 · EIN 38-2284921 | Accounting | $11,700 |
Service code 28 · EIN 34-1922005 | Investment Management | $8,364 |
Filed as: WATKINS, PAWLICK, CALATI, PRIFTI,PC Service code 29 · EIN 83-2893229 | Legal | $8,253 |
APEX CAPITAL MANAGEMENT4 years Service code 28 701 ROBLEY DRIVE · LAFAYETTE, LA 70503 | Investment Management | $0 |
ARISTOTLE CAPITAL MANAGEMENT3 years Service code 28 489 FIFTH AVE, 10TH FLOOR · NEW YORK, NY 10017 | Investment Management | $0 |
FRANKLIN TEMPLETON4 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 620 EIGHT AVE, 48TH FLR · NEW YORK, NY 10009 | Investment Management | $0 |
COHEN & STEERS1 year Service code 28 280 PARK AVE, 10TH FLOOR · NEW YORK, NY 10017 | Investment Management | $0 |
DELAWARE INVESTMENTS4 years Filed as: DELAWARE CAPITAL Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 191037094 | Investment Management | $0 |
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 | $22,921 | $95,388-76.0% | $125,339-81.7% | $77,904-70.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 82.4%+17.6pp | 73.7%+26.3pp |
| Annual return | -16.32% | 116.19%-132.5pp | 572.05%-588.4pp | 12.21%-28.5pp |
| Employer contribution / active EE | $958 | $3,666-73.9% | $4,814-80.1% | $2,848-66.4% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,446-100.0% | $4,806-100.0% |
| Admin fee / account holder | $225 | $119+89.0% | $10,010-97.8% | $133+69.5% |