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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 19 · EIN 11-3658445 | Securities Custodian | $506,504 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $162,834 |
RAEL & LETSON4 years Service code 17 · EIN 94-1701048 | Pension Consulting | $97,015 |
ENERGY INCOME PARTNERS10+ years Service code 28 49 RIVERSIDE AVE · WESTPORT, CT 06880 | Investment Management | $87,616 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: JP MORGAN Service code 28 270 PARK AVE · NEW YORK CITY, NY 11001 | Investment Management | $64,047 |
RIVERBRIDGE PARTNERS10+ years Filed as: RIVERBRIDGE PARTNERS LLC Service code 28 · EIN 41-1930193 | Investment Management | $62,554 |
WITHUMSMITH+BROWN, PC4 years Service code 10 · EIN 22-2027092 | Accounting | $51,576 |
LAW FIRM OF JAMES P. BAKER5 years Service code 29 · EIN 87-3996649 | Legal | $47,196 |
AB FUNDS5 years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $36,732 |
Filed as: COPELAND Service code 28 161 WASHINGTON STREET · CONSHOHOCKEN, PA 19428 | Investment Management | $35,642 |
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 | $98,658 | $103,641-4.8% | $107,525-8.2% | $102,872-4.1% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.1%+17.3pp | 73.0%+19.3pp |
| Annual return | 7.09% | 13.08%-6.0pp | 181.32%-174.2pp | 19.06%-12.0pp |
| Employer contribution / active EE | $9,743 | $5,096+91.2% | $3,754+159.6% | $3,526+176.3% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $758 | $276+174.4% | $8,919-91.5% | $292+159.3% |