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 BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY INC. Service code 21 · EIN 13-2919773 | Bank Trustee | $169,301 |
MCCREADY & KEENE INC.3+ years Filed as: MCCREADY & KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $11,518 |
SCHENCK SC3+ years Service code 10 · EIN 39-1173131 11414 W PARK PLACE, STE. 200 · MILWAUKEE, WI 53224 | Accounting | $10,150 |
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 | $46,862 | $45,324+3.4% | $122,332-61.7% | $69,631-32.7% |
| Participation rate | 97.6% | 59.9%+37.7pp | 71.6%+26.0pp | 70.7%+26.9pp |
| Annual return | 17.60% | 25.35%-7.7pp | 30.27%-12.7pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $1,303 | $1,230+6.0% | $4,050-67.8% | $2,032-35.9% |
| Participant deferral / active EE | $0 | $2,367-100.0% | $3,287-100.0% | $3,224-100.0% |
| Admin fee / account holder | $611 | $87+602.2% | $5,478-88.8% | $110+453.2% |