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 |
|---|---|---|
BENEFIT SOLUTIONS INC6+ years Filed as: BENEFIT SOLUTIONS INC. Service code 15 · EIN 51-0439960 5960 US ROUTE 60, STE 1 · BARBOURSVILLE, KY 25504 | Recordkeeping | $65,585 |
MORGAN STANLEY SMITH BARNEY6+ years Service code 28 · EIN 26-4310632 500 LEE STREET, STE 300 · CHARLESTON, WV 25323 | Investment Management | $33,893 |
UMR6+ years Service code 13 · EIN 39-1995276 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $22,633 |
GENESIS ASSET MANAGERS LLP4 years Filed as: GENESIS BENEFIT SOLUTIONS INC. Service code 16 7007 GRAHAM RD 208 · INDIANAPOLIS, IN 46220 | Consulting | $5,004 |
FRANK N HESTAND CPA PSC6+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $5,000 |
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 | $7,952 | $91,517-91.3% | $101,248-92.1% | $73,409-89.2% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 13.78% | 17.17%-3.4pp | 46.47%-32.7pp | 59.29%-45.5pp |
| Employer contribution / active EE | $3,385 | $2,877+17.7% | $3,660-7.5% | $2,234+51.5% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $127 | $216-41.3% | $5,945-97.9% | $158-19.7% |