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 BARNEY10+ years Filed as: MORGAN STANLEY Service code 15 · EIN 20-8764829 | Recordkeeping | $1,021,329 |
UNITED ADMINISTRATIVE SERVICES10+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $240,048 |
Service code 15 · EIN 94-2614826 | Recordkeeping | $121,834 |
MATRIX TRUST COMPANY10+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $97,277 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $75,866 |
INEICH & COMPANY, LLP10+ years Service code 10 · EIN 56-2552172 | Accounting | $42,000 |
NEYHART, ANDERSON, FLYNN & GROSBOLL10+ years Service code 29 · EIN 94-2576729 | Legal | $21,500 |
SMART SOURCE LLC5 years Filed as: SMART SOURCE CRITICAL COMMUNICATION Service code 36 · EIN 30-0830429 | Copying and duplicating | $18,902 |
Service code 17 · EIN 87-2917800 | Pension Consulting | $18,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $380,544 | $241,101+57.8% | $103,333+268.3% | $199,593+90.7% |
| Participation rate | 92.2% | 78.3%+14.0pp | 74.5%+17.7pp | 72.0%+20.3pp |
| Annual return | 12.08% | 17.80%-5.7pp | 24.88%-12.8pp | 34.25%-22.2pp |
| Employer contribution / active EE | $30,172 | $4,244+610.9% | $3,868+680.1% | $3,034+894.4% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $1,092 | $288+279.5% | $8,355-86.9% | $269+306.0% |