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 |
|---|---|---|
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 P.O. BOX 55788 · BOSTON, MA 02205 | Recordkeeping | $33,434 |
Filed as: MORGAN STANLEY INVESTMENT MGNT Service code 28 · EIN 04-3196694 | Investment Management | $23,077 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO FUNDS MANAGEMENT LLC Service code 28 · EIN 13-3775163 | Investment Management | $22,585 |
Filed as: ROCKEFELLER GROUP AT MORGAN STANLEY Service code 28 · EIN 13-3765789 | Investment Management | $9,188 |
Service code 28 · EIN 94-1737782 | Investment Management | $5,768 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,296 | $65,061+80.3% | $143,757-18.4% | $66,914+75.3% |
| Participation rate | 98.2% | 65.2%+33.0pp | 80.3%+17.9pp | 69.8%+28.4pp |
| Annual return | -15.08% | -11.14%-3.9pp | -0.04%-15.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $6,711 | $2,361+184.3% | $4,951+35.5% | $2,544+163.8% |
| Participant deferral / active EE | $3,418 | $2,919+17.1% | $5,637-39.4% | $4,237-19.3% |
| Admin fee / account holder | $476 | $502-5.2% | $14,673-96.8% | $593-19.8% |