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: MORGAN STANLEY SMITH BARNEY INC. Service code 21 · EIN 13-2919773 | Bank Trustee | $156,142 |
MCCREADY & KEENE INC.1+ years Filed as: MCCREADY & KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $13,440 |
SCHENCK SC1+ years Service code 10 11414 W PARK PLACE, STE. 200 · MILWAUKEE, WI 53224 | Accounting | $8,500 |
THE PREVIANT LAW FIRM, S.C.1+ years Filed as: THE PREVIANT LAW FIRM S.C. Service code 29 1555 N RIVERCENTER DR STE 202 · MILWAUKEE, WI 53212 | Legal | $8,252 |
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 | $37,901 | $47,078-19.5% | $100,671-62.4% | $55,191-31.3% |
| Participation rate | 96.0% | 58.0%+37.9pp | 70.7%+25.3pp | 69.2%+26.8pp |
| Annual return | -0.13% | 0.65%-0.8pp | 20.43%-20.6pp | 10.78%-10.9pp |
| Employer contribution / active EE | $1,282 | $1,065+20.3% | $4,012-68.0% | $1,899-32.5% |
| Participant deferral / active EE | $0 | $2,038-100.0% | $3,144-100.0% | $3,046-100.0% |
| Admin fee / account holder | $556 | $153+262.7% | $4,850-88.5% | $91+512.3% |