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 |
|---|---|---|
Service code 13 · EIN 62-1408699 661 N. ERICSON ROAD · CORDOVA, TN 38018 | Contract Administrator | $54,000 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 28 · EIN 20-8764829 ONE 10TH STREET STE 600 · AUGUSTA, GA 30901 | Investment Management | $22,769 |
STEVEN D EISENBERG CPA PA4 years Filed as: STEVEN D. EISENBERG CPA, P.A. Service code 10 · EIN 65-0140643 7700 CONGRESS AVENUE 1128 · BOCA RATON, FL 33487 | Accounting | $12,080 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,013 | $131,799-96.2% | $200,582-97.5% | $85,563-94.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 86.9%+13.1pp | 66.0%+34.0pp |
| Annual return | 10.61% | 21.59%-11.0pp | 42.33%-31.7pp | 31.51%-20.9pp |
| Employer contribution / active EE | $679 | $4,532-85.0% | $6,419-89.4% | $2,654-74.4% |
| Participant deferral / active EE | $0 | $7,702-100.0% | $9,331-100.0% | $4,375-100.0% |
| Admin fee / account holder | $106 | $235-54.8% | $16,305-99.3% | $834-87.3% |