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 BARNEY5 years Filed as: J. P. MORGAN Service code 51 3424 PEACHTREE ROAD · ATLANTA, GA 303269983 | Investment Mgmt Fees | $26,559 |
MENKE & ASSOCIATES, INC.3 years Filed as: MENKE AND ASSOCIATES Service code 14 · EIN 94-2349093 | Plan Administrator | $23,988 |
ISSACKS & ASSOCIATES3 years Service code 20 12777 JONES ROAD · HOUSTON, TX 770704624 | Trustee (individual) | $20,000 |
Filed as: HUSELTON, MORGAN, & MAULTSBY Service code 10 · EIN 75-2409112 | Accounting | $14,125 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,473 | $104,317-92.8% | $159,436-95.3% | $86,799-91.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 11.26% | 26.32%-15.1pp | 263.57%-252.3pp | 97.91%-86.6pp |
| Employer contribution / active EE | $443 | $3,451-87.2% | $4,829-90.8% | $2,405-81.6% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $136 | $172-20.9% | $10,799-98.7% | $170-19.7% |