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 BARNEY7 years Filed as: MORGAN STANLEY Service code 27 · EIN 51-0116113 650 SOUTH EXETER STREET · BALTIMORE, MD 21202 | Advisory (Plan) | $31,978 |
CLIFTONLARSONALLEN LLP9+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 1966 GREENSPRING DRIVE · TIMONIUM, MD 21093 | Accounting | $12,075 |
EPIC RETIREMENT PLAN SERVICES9+ years Filed as: AMERICAN RETIREMENT PLAN SERVICES Service code 11 · EIN 52-2025778 11350 MCCORMICK ROAD · HUNT VALLEY, MD 21031 | Actuarial | $5,769 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,827 | $55,415+2.5% | $155,509-63.5% | $74,495-23.7% |
| Participation rate | 98.1% | 61.9%+36.2pp | 78.2%+19.9pp | 67.2%+30.9pp |
| Annual return | 23.73% | 268.50%-244.8pp | 64.67%-40.9pp | 1364.94%-1341.2pp |
| Employer contribution / active EE | $1,613 | $2,267-28.8% | $4,672-65.5% | $2,623-38.5% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $377 | $1,738-78.3% | $15,912-97.6% | $1,942-80.6% |