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 BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $373,881 |
BAKER & MCKENZIE LLP5+ years Filed as: BAKER & MCKENZIE Service code 29 · EIN 36-2137456 | Legal | $129,364 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $114,529 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 28 270 PARK AVE · NEW YORK CITY, NY 11001 | Investment Management | $84,446 |
RIVERBRIDGE PARTNERS5+ years Filed as: RIVERBRIDGE PARTNERS LLC Service code 28 · EIN 41-1930193 | Investment Management | $69,470 |
ENERGY INCOME PARTNERS5+ years Service code 28 49 RIVERSIDE AVENUE · WESTPORT, CT 06880 | Investment Management | $46,356 |
AB FUNDS5+ years Filed as: ALLIANCE BERNSTEIN, LP Service code 28 · EIN 13-4064930 | Investment Management | $34,114 |
POLEN CAPITAL5+ years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 28 · EIN 26-0319356 | Investment Management | $31,843 |
Filed as: SILVERCREST Service code 28 1330 POST OAK BLVD SUITE 900 · HOUSTON, TX 77056 | Investment Management | $28,627 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $28,077 |
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 | $71,699 | $81,719-12.3% | $101,248-29.2% | $90,288-20.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 3.42% | 337.64%-334.2pp | 46.47%-43.1pp | 53.97%-50.6pp |
| Employer contribution / active EE | $6,468 | $3,622+78.6% | $3,660+76.7% | $2,524+156.2% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $497 | $162+206.8% | $5,945-91.6% | $114+335.5% |