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 BARNEY2 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 · EIN 36-3145972 | Advisory (Plan) | $37,500 |
SIKICH LLP2 years Service code 10 · EIN 36-3168081 | Accounting | $9,250 |
NATIONAL ADMINISTRATION, INC.8+ years Service code 15 · EIN 39-1967492 878 W. AIRPORT RD. · MENASHA, WI 54952 | Recordkeeping | $8,035 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $2,663 |
DEFINITI LLC1 year Filed as: DEFINITI Service code 15 · EIN 85-0833363 | Recordkeeping | $2,388 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,340 | $71,516+44.5% | $98,439+5.0% | $71,457+44.6% |
| Participation rate | 98.1% | 72.7%+25.4pp | 75.2%+22.9pp | 67.9%+30.1pp |
| Annual return | 14.02% | 32.41%-18.4pp | 21.16%-7.1pp | 28.85%-14.8pp |
| Employer contribution / active EE | $2,448 | $2,399+2.0% | $3,048-19.7% | $2,588-5.4% |
| Participant deferral / active EE | $7,468 | $4,109+81.8% | $4,738+57.6% | $4,289+74.1% |
| Admin fee / account holder | $455 | $1,675-72.8% | $8,948-94.9% | $1,587-71.3% |