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 BARNEY10+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $200,911 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUMSMITH+BROWN, P.C. Service code 10 4600 EAST-WEST HWY, 900 · BETHESDA, MD 20814 | Accounting | $138,402 |
Service code 10 · EIN 82-2454243 | Accounting | $82,985 |
BENDA, GRACE, STULZ & COMPANY, P.C.10+ years Service code 10 · EIN 38-2284921 | Accounting | $13,000 |
Filed as: WATKINS PAWLICK CALATI PRIFTI, PC Service code 29 · EIN 83-2893229 | Legal | $11,529 |
LEGGHIO & ISRAEL, P.C.2 years Filed as: LEGGHIO & ISREAL, P.C. Service code 29 · EIN 38-1971448 | Legal | $9,399 |
Filed as: BOYD WATERSON ASSET MANAGEMENT Service code 28 · EIN 34-1922005 | Investment Management | $9,396 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN GRAPHICS PRINTING Service code 36 34895 GROESBECK HIGHWAY · CLINTON TOWNSHIP, MI 48035 | Direct payment from the plan; Copying... | $7,807 |
ARISTOTLE CAPITAL MANAGEMENT6 years Service code 28 489 FIFTH AVE, 10TH FLOOR · NEW YORK, NY 10017 | Investment Management | $0 |
FRANKLIN TEMPLETON7 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 1201 WILLS STREET · BALTIMORE, MD 21231 | 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 | $29,382 | $119,446-75.4% | $150,045-80.4% | $85,563-65.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 82.3%+17.7pp | 66.0%+34.0pp |
| Annual return | 7.24% | 23.72%-16.5pp | 62.55%-55.3pp | 31.51%-24.3pp |
| Employer contribution / active EE | $2,252 | $4,078-44.8% | $4,693-52.0% | $2,654-15.1% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $397 | $548-27.4% | $13,435-97.0% | $834-52.4% |