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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Contract Administrator; Consulting (p... | $1,015,525 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $129,045 |
ALPHASTAFF GROUP, INC.5 years Service code 12 · EIN 65-0314170 | Other services; Claims processing; Pa... | $116,424 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $72,018 |
FISHER & PHILLIPS3 years Filed as: FISHER PHILLIPS Service code 29 · EIN 58-0619559 | Legal | $11,440 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,548 | $41,510+29.0% | $84,966-37.0% | $99,062-45.9% |
| Participation rate | 50.8% | 35.3%+15.5pp | 67.5%-16.7pp | 71.6%-20.8pp |
| Annual return | -0.33% | 17.38%-17.7pp | 66.38%-66.7pp | 17.66%-18.0pp |
| Employer contribution / active EE | $1,615 | $1,137+42.0% | $2,727-40.8% | $3,262-50.5% |
| Participant deferral / active EE | $4,195 | $2,246+86.8% | $4,519-7.2% | $5,331-21.3% |
| Admin fee / account holder | $287 | $175+64.0% | $6,149-95.3% | $109+163.7% |