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 BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY INC. Service code 19 · EIN 20-8764829 | Securities Custodian | $59,514 |
Service code 15 · EIN 30-0219031 | Recordkeeping | $33,049 |
CLIFTONLARSONALLEN LLP5 years Service code 10 · EIN 41-0746749 | Accounting | $18,337 |
Filed as: PREVIANT LAW Service code 29 310 WEST WISCONSIN AVENUE · MILWAUKEE, WI 53203 | Legal | $12,086 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 13 · EIN 46-5378846 | Contract Administrator | $8,602 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,336 | $53,345-63.8% | $121,098-84.0% | $74,419-74.0% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.5%+30.5pp | 70.7%+29.3pp |
| Annual return | 14.49% | 35.15%-20.7pp | 985.75%-971.3pp | 34.38%-19.9pp |
| Employer contribution / active EE | $2,112 | $1,898+11.2% | $4,164-49.3% | $2,637-19.9% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,080-100.0% | $4,528-100.0% |
| Admin fee / account holder | $184 | $382-51.9% | $5,644-96.7% | $348-47.2% |