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 |
|---|---|---|
CARDAY ASSOCIATES1 year Service code 13 · EIN 53-0257019 7130 COLUMBIA GATEWAY DR · COLUMBIA, MD 21046 | Contract Administrator | $15,000 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 20-8764829 410 SEVERN AVE BLD B 211 · ANNAPOLIS, MD 21401 | Investment Management | $13,727 |
ALSTON & BIRD LLP1 year Service code 29 · EIN 58-0137615 950 F STREET, N.W. · WASHINGTON, DC 20004 | Legal | $10,063 |
Filed as: TOAL, MURRAY, DAY, & LALOR, LLC Service code 10 · EIN 82-2029500 130 ADMIRAL COCHRANE DR · ANNAPOLIS, MD 21401 | Accounting | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,638 | $79,523-96.7% | $140,016-98.1% | $56,287-95.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -8.01% | 2.39%-10.4pp | 651.12%-659.1pp | -9.96%+1.9pp |
| Employer contribution / active EE | $2,040 | $3,350-39.1% | $5,606-63.6% | $2,111-3.4% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $76 | $614-87.6% | $10,705-99.3% | $521-85.4% |