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 BARNEY6 years Filed as: MORGAN STANLEY Service code 27 · EIN 51-0116113 650 SOUTH EXETER STREET · BALTIMORE, MD 21202 | Advisory (Plan) | $29,515 |
CLIFTONLARSONALLEN LLP8+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 1966 GREENSPRING DRIVE · TIMONIUM, MD 21093 | Accounting | $12,575 |
EPIC RETIREMENT PLAN SERVICES8+ years Filed as: AMERICAN RETIREMENT PLAN SERVICES Service code 11 · EIN 52-2025778 11350 MCCORMICK ROAD · HUNT VALLEY, MD 21031 | Actuarial | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,195 | $77,899-35.6% | $149,673-66.5% | $75,163-33.2% |
| Participation rate | 96.9% | 65.6%+31.4pp | 78.8%+18.2pp | 67.2%+29.7pp |
| Annual return | 13.10% | 31.72%-18.6pp | 134.42%-121.3pp | 160.62%-147.5pp |
| Employer contribution / active EE | $1,645 | $3,137-47.6% | $4,818-65.9% | $2,670-38.4% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $402 | $5,956-93.3% | $13,210-97.0% | $5,651-92.9% |