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 BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY INC. Service code 19 · EIN 20-8764829 | Securities Custodian | $125,995 |
MCCREADY & KEENE INC.6+ years Filed as: MCCREADY & KEENE, INC. Service code 13 · EIN 35-0500670 | Contract Administrator | $13,263 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $11,550 |
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 | $35,310 | $54,121-34.8% | $134,143-73.7% | $73,409-51.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 72.2%+27.8pp | 72.2%+27.8pp |
| Annual return | 14.02% | -312.52%+326.5pp | 36.33%-22.3pp | 59.29%-45.3pp |
| Employer contribution / active EE | $516 | $1,402-63.2% | $3,704-86.1% | $2,234-76.9% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,499-100.0% | $3,805-100.0% |
| Admin fee / account holder | $394 | $132+198.0% | $6,684-94.1% | $158+149.8% |