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 |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: PENSION CONSULTANTS, INC. Service code 27 · EIN 43-1685158 | Advisory (Plan) | $34,505 |
CORRELL CO.3+ years Service code 15 · EIN 36-3492086 | Recordkeeping | $23,533 |
JACKSON SQUARE PARTNERS2 years Filed as: JACKSON Service code 27 · EIN 38-1659835 | Advisory (Plan) | $9,716 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2868611 | Advisory (Plan) | $5,216 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB Service code 27 · EIN 94-1737782 | Advisory (Plan) | $4,986 |
STEPHENS INC3+ years Filed as: STEPHENS, INC. Service code 27 · EIN 71-0641478 | Advisory (Plan) | $4,024 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,612 | $55,453+103.1% | $170,442-33.9% | $62,292+80.8% |
| Participation rate | 77.7% | 66.4%+11.3pp | 83.6%-5.9pp | 69.5%+8.2pp |
| Annual return | 14.57% | 21.38%-6.8pp | 205.93%-191.4pp | 28.90%-14.3pp |
| Employer contribution / active EE | $8,076 | $2,164+273.3% | $5,433+48.7% | $2,042+295.5% |
| Participant deferral / active EE | $1,398 | $2,303-39.3% | $4,939-71.7% | $3,169-55.9% |
| Admin fee / account holder | $781 | $455+71.6% | $13,880-94.4% | $479+62.9% |