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 BARNEY1+ years Filed as: JP MORGAN INVESTMENT MGMT, INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $193,056 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 | Advisory (Plan) | $153,480 |
BAIRD FUNDS1+ years Filed as: ROBERT W. BAIRD & CO., INC. Service code 16 · EIN 39-6037917 | Consulting | $99,805 |
Filed as: PARAMETRIC CLIFTON Service code 28 · EIN 45-2531297 | Investment Management | $73,695 |
ASSOCIATED TRUST COMPANY, N.A.1+ years Service code 28 · EIN 39-6576073 | Investment Management | $61,789 |
REINHART BOERNER VAN DEUREN S.C.1+ years Service code 29 · EIN 39-6095127 | Legal | $48,742 |
BENEFIT PLAN ADMINISTRATORS1+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 14 · EIN 39-1400101 | Plan Administrator | $46,417 |
MARQUETTE ASSOCIATES1+ years Service code 17 · EIN 36-3485298 | Pension Consulting | $45,000 |
MCCREADY & KEENE INC.1+ years Filed as: MCCREADY AND KEENE, INC. Service code 13 · EIN 35-0500670 | Contract Administrator | $38,934 |
AMERICAN FUNDS1+ years Filed as: CRESCENT CAPITAL HIGH INC FD. L.P. Service code 27 · EIN 45-5287411 | Advisory (Plan) | $37,370 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,498-100.0% | $75,781-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 69.4%-69.4pp | 75.8%-75.8pp | 69.2%-69.2pp |
| Annual return | 1.04% | 1.80%-0.8pp | 9.68%-8.6pp | 10.78%-9.7pp |
| Employer contribution / active EE | $11,573 | $2,291+405.2% | $3,323+248.2% | $1,899+509.5% |
| Participant deferral / active EE | $5 | $2,589-99.8% | $3,651-99.9% | $3,046-99.8% |
| Admin fee / account holder | $0 | $123-100.0% | $5,299-100.0% | $91-100.0% |