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 BARNEY2+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $18,908 |
Service code 12 · EIN 13-3689044 4333 EDGEWOOD RD NE · CEDAR RAPIDS, IA 52499 | Investment management; Finders' fees ... | $14,691 |
TURNBULL, HOOVER, & KAHL, P.A.2+ years Service code 10 · EIN 52-1518807 217 GLENN ST., SUITE 200 · CUMBERLAND, MD 21502 | Accounting | $8,100 |
BEINS, AXELROD P.C.2+ years Service code 29 · EIN 52-1713905 1625 MASSACHUSETTS AVE NW · WASHINGTON, DC 20036 | Legal | $7,500 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,811 | $58,726+0.1% | $92,233-36.2% | $62,292-5.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 10.12% | 43.62%-33.5pp | 176.28%-166.2pp | 28.90%-18.8pp |
| Employer contribution / active EE | $2,906 | $2,392+21.5% | $3,679-21.0% | $2,042+42.3% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $379 | $556-31.9% | $5,194-92.7% | $479-20.9% |