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 BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310844 | Investment Management | $248,867 |
CUNI, RUST & STRENK5+ years Service code 11 4555 FOREST DRIVE SUITE 620 · CINCINNATI, OH 45242 | Actuarial | $72,875 |
ASB CAPITAL MANAGEMENT5+ years Service code 28 · EIN 80-0618452 | Investment Management | $68,624 |
BENESYS, INC.5+ years Service code 12 · EIN 38-6058023 | Claims processing; Direct payment fro... | $54,477 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS Service code 19 111 E. KILBORN #200 · MILWAUKEE, WI 53202 | Securities Custodian | $26,466 |
ASCENSUS LLC5+ years Filed as: LEDBETTER PARISI LLC Service code 22 · EIN 03-0599899 | Insurance Broker | $20,154 |
Service code 10 · EIN 38-2574238 | Accounting | $20,154 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | -1.90% | 6.95%-8.8pp | 8.01%-9.9pp | 627.08%-629.0pp |
| Employer contribution / active EE | $18,577 | $11,635+59.7% | $29,475-37.0% | $18,824-1.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |