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 BARNEY9+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $207,093 |
Filed as: WATKINS PAWLICK CALATI PRIFTI, PC Service code 29 · EIN 83-2893229 | Legal | $70,701 |
Service code 10 · EIN 82-2454243 | Accounting | $63,318 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN, P.C. Service code 10 4600 EST-WEST HWY, 900 · BETHESDA, MD 20814 | Accounting | $32,729 |
Service code 10 · EIN 13-2600875 | Accounting | $23,963 |
Service code 10 · EIN 38-2284921 | Accounting | $12,700 |
LEGGHIO & ISRAEL, P.C.1 year Filed as: LEGGHIO & ISREAL, P.C. Service code 29 · EIN 38-1971448 | Legal | $9,070 |
Filed as: BOYD WATERSON ASSET MANAGEMENT Service code 28 · EIN 34-1922005 | Investment Management | $7,624 |
Filed as: UNITED ACTUARIAL SERERVICES Service code 11 · EIN 35-2156428 | Actuarial | $6,000 |
ARISTOTLE CAPITAL MANAGEMENT5 years Service code 28 489 FIFTH AVE, 10TH FLOOR · NEW YORK, NY 10017 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $26,090 | $122,186-78.6% | $146,958-82.2% | $199,593-86.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 82.2%+17.8pp | 72.0%+28.0pp |
| Annual return | 7.53% | 30.56%-23.0pp | 418.34%-410.8pp | 34.25%-26.7pp |
| Employer contribution / active EE | $2,070 | $4,093-49.4% | $4,933-58.0% | $3,034-31.8% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | $329 | $179+84.2% | $12,998-97.5% | $269+22.5% |