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 BARNEY8+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $199,832 |
Service code 10 · EIN 13-2600875 | Accounting | $35,270 |
Filed as: WATKINS,PAWLIC, CALATI, PRIFTI,PC Service code 29 · EIN 83-2893229 | Legal | $20,175 |
Service code 10 · EIN 38-2284921 | Accounting | $12,100 |
LEGGIO & ISREAL, P.C.1 year Service code 29 · EIN 38-1971448 | Legal | $7,125 |
Service code 28 · EIN 34-1922005 | Investment Management | $6,400 |
APEX CAPITAL MANAGEMENT5 years Service code 28 701 ROBLEY DRIVE · LAFAYETTE, LA 70503 | Investment Management | $0 |
ARISTOTLE CAPITAL MANAGEMENT4 years Service code 28 489 FIFTH AVE, 10TH FLOOR · NEW YORK, NY 10017 | Investment Management | $0 |
FRANKLIN TEMPLETON5 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 620 EIGHT AVE, 48TH FLR · NEW YORK, NY 10009 | Investment Management | $0 |
COHEN & STEERS2 years Service code 28 280 PARK AVE, 10TH FLOOR · NEW YORK, NY 10017 | Investment Management | $0 |
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 | $24,342 | $107,459-77.3% | $135,903-82.1% | $80,160-69.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 81.9%+18.1pp | 72.9%+27.1pp |
| Annual return | 9.29% | 91.91%-82.6pp | 68.23%-58.9pp | 40.38%-31.1pp |
| Employer contribution / active EE | $1,395 | $3,877-64.0% | $4,856-71.3% | $2,978-53.2% |
| Participant deferral / active EE | $0 | $8,195-100.0% | $7,758-100.0% | $5,017-100.0% |
| Admin fee / account holder | $206 | $127+62.3% | $10,762-98.1% | $145+42.1% |