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 |
|---|---|---|
QUORUM CONSULTING GROUP10+ years Service code 15 4440 ASH GROVE · SPRINGFIELD, IL 62711 | Recordkeeping | $626,710 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1775 EYE STREET NW · WASHINGTON, DC 20006 | Advisory (Plan) | $62,582 |
EBERTS & HARRISON9 years Filed as: EBERTS AND HARRISON Service code 23 1604 RIDGESIDE DRIVE · MOUNT AIRY, MD 21771 | Insurance services | $29,051 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 230 WEST MONROE ST. · CHICAGO, IL 60606 | Accounting | $26,000 |
SLEVIN & HART, P.C.9 years Service code 29 1625 MASSACHUSETTS AVE NW · WASHINGTON, DC 20036 | Legal | $14,914 |
Participant contribution per participant 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 | $15,191 | $106,382-85.7% | $81,812-81.4% | $106,382-85.7% |
| Participation rate | 73.3% | 69.9%+3.4pp | 72.3%+1.0pp | 69.9%+3.4pp |
| Annual return | 13.66% | 17.37%-3.7pp | 773.79%-760.1pp | 17.37%-3.7pp |
| Employer contribution / active EE | $862 | $3,364-74.4% | $2,912-70.4% | $3,364-74.4% |
| Participant deferral / active EE | $928 | $5,569-83.3% | $4,319-78.5% | $5,569-83.3% |
| Admin fee / account holder | $44 | $79-45.1% | $7,386-99.4% | $79-45.1% |