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 |
|---|---|---|
DLA PIPER2 years Filed as: DLA PIPER LLP Service code 29 · EIN 52-0616490 1251 6TH AVE · NEW YORK, NY 10020 | Legal | $43,362 |
BENESYS, INC.1 year Service code 13 · EIN 38-2383170 7130 COLUMBIA GATEWAY DR. SUITE A · COLUMBIA, MD 21046 | Contract Administrator | $32,822 |
MORGAN STANLEY SMITH BARNEY7 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 | $26,429 |
SLEVIN & HART, P.C.5 years Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVE NW · WASHINGTON, DC 20036 | Legal | $7,270 |
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.
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 | $844 | $112,686-99.3% | $169,993-99.5% | $80,160-98.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 72.9%+27.1pp |
| Annual return | 6.12% | 67.04%-60.9pp | 53.37%-47.3pp | 40.38%-34.3pp |
| Employer contribution / active EE | $349 | $4,481-92.2% | $6,785-94.9% | $2,978-88.3% |
| Participant deferral / active EE | $0 | $7,876-100.0% | $10,408-100.0% | $5,017-100.0% |
| Admin fee / account holder | $29 | $99-70.5% | $12,815-99.8% | $145-79.8% |