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 BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY INC. Service code 21 · EIN 13-2919773 | Bank Trustee | $147,946 |
SCHENCK SC4+ years Service code 10 · EIN 39-1173131 11414 W PARK PLACE, STE. 200 · MILWAUKEE, WI 53224 | Accounting | $12,000 |
MCCREADY & KEENE INC.4+ years Filed as: MCCREADY & KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $10,367 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $42,122 | $39,898+5.6% | $121,196-65.2% | $55,725-24.4% |
| Participation rate | 67.1% | 61.2%+5.9pp | 71.7%-4.6pp | 70.9%-3.7pp |
| Annual return | -7.64% | -0.96%-6.7pp | 16.93%-24.6pp | 244.93%-252.6pp |
| Employer contribution / active EE | $1,273 | $1,295-1.7% | $4,022-68.4% | $2,078-38.8% |
| Participant deferral / active EE | $0 | $2,439-100.0% | $3,344-100.0% | $3,356-100.0% |
| Admin fee / account holder | $608 | $95+539.3% | $5,019-87.9% | $115+427.8% |