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 28 · EIN 93-0646988 | Investment Management | $51,031 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $35,529 |
NORTHWEST ADMINISTRATORS, INC.8+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $28,814 |
TRUCKER HUSS1 year Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $24,467 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 | Accounting | $11,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,128 | $50,199-63.9% | $70,092-74.1% | $66,914-72.9% |
| Participation rate | 74.7% | 66.3%+8.3pp | 70.5%+4.2pp | 69.8%+4.9pp |
| Annual return | -16.39% | -13.85%-2.5pp | 190.73%-207.1pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,522 | $1,864-18.4% | $2,559-40.5% | $2,544-40.2% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,849-100.0% | $4,237-100.0% |
| Admin fee / account holder | $505 | $600-15.7% | $6,267-91.9% | $593-14.8% |