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 | $46,932 |
TRUCKER HUSS2 years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $41,357 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $33,348 |
NORTHWEST ADMINISTRATORS, INC.9+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $32,680 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $13,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,488 | $56,423-60.1% | $77,163-70.9% | $71,457-68.5% |
| Participation rate | 73.4% | 64.3%+9.1pp | 69.6%+3.8pp | 67.9%+5.5pp |
| Annual return | 10.93% | 19.05%-8.1pp | 37.87%-26.9pp | 28.85%-17.9pp |
| Employer contribution / active EE | $1,455 | $1,866-22.0% | $2,535-42.6% | $2,588-43.8% |
| Participant deferral / active EE | $0 | $3,142-100.0% | $3,833-100.0% | $4,289-100.0% |
| Admin fee / account holder | $636 | $1,429-55.5% | $5,472-88.4% | $1,587-59.9% |