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 |
|---|---|---|
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Consulting (pension); Direct payment ... | $787,862 |
ALPHASTAFF GROUP, INC.3 years Service code 12 · EIN 65-0314170 | Recordkeeping and information managem... | $113,172 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $99,731 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $36,619 |
FISHER & PHILLIPS1 year Filed as: FISHER PHILLIPS Service code 29 · EIN 58-0619559 | Legal | $17,711 |
ASSURANCE DIMENSIONS2 years Service code 10 · EIN 26-3429295 | Accounting | $12,500 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,543 | $32,482+27.9% | $77,024-46.1% | $78,044-46.8% |
| Participation rate | 44.8% | 37.9%+7.0pp | 67.9%-23.1pp | 74.4%-29.6pp |
| Annual return | -12.62% | -7.74%-4.9pp | 42.32%-54.9pp | 10.87%-23.5pp |
| Employer contribution / active EE | $1,163 | $965+20.5% | $2,812-58.6% | $3,125-62.8% |
| Participant deferral / active EE | $3,249 | $2,316+40.3% | $4,426-26.6% | $5,084-36.1% |
| Admin fee / account holder | $229 | $107+113.0% | $5,425-95.8% | $79+189.8% |