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 INC9+ years Filed as: BENEFIT SOLUTIONS INC. Service code 64 · EIN 51-0439960 5960 US ROUTE 60, STE 1 · BARBOURSVILLE, KY 25504 | Recordkeeping Fees | $64,416 |
MORGAN STANLEY SMITH BARNEY9+ years Service code 28 · EIN 26-4310632 500 LEE STREET, STE 300 · CHARLESTON, WV 25323 | Investment Management | $24,040 |
UMR9+ years Service code 13 · EIN 39-1995276 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $18,266 |
FRANK N HESTAND CPA PSC9+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $5,016 |
GENESIS ASSET MANAGERS LLP7 years Filed as: GENESIS BENEFIT SOLUTIONS INC. Service code 17 7007 GRAHAM RD 208 · INDIANAPOLIS, IN 46220 | Pension Consulting | $4,596 |
Annual investment return 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 | $6,576 | $92,971-92.9% | $96,683-93.2% | $74,419-91.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 9.41% | 37.49%-28.1pp | 35.69%-26.3pp | 34.38%-25.0pp |
| Employer contribution / active EE | $1,260 | $3,426-63.2% | $3,737-66.3% | $2,637-52.2% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $112 | $633-82.3% | $6,730-98.3% | $348-67.8% |