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 BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $467,346 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $149,105 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: JP MORGAN Service code 28 270 PARK AVE · NEW YORK CITY, NY 11001 | Investment Management | $131,145 |
LAW FIRM OF JAMES P. BAKER2 years Service code 29 · EIN 87-3996649 | Legal | $88,783 |
ENERGY INCOME PARTNERS7+ years Service code 28 49 RIVERSIDE AVENUE · WESTPORT, CT 06880 | Investment Management | $73,461 |
RIVERBRIDGE PARTNERS7+ years Filed as: RIVERBRIDGE PARTNERS LLC Service code 28 · EIN 41-1930193 | Investment Management | $67,050 |
Filed as: SILVERCREST Service code 28 1330 POST OAK BLVD SUITE 900 · HOUSTON, TX 77056 | Investment Management | $47,626 |
AB FUNDS2 years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $43,768 |
RIDGEWORTH6 years Filed as: KAYNE ANDERSON Service code 28 1800 AVENUE OF THE STARS, 3RD FLOOR · LOS ANGELES, CA 90067 | Investment Management | $36,524 |
POLEN CAPITAL7+ years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 28 · EIN 26-0319356 | Investment Management | $36,015 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,462 | $76,774+0.9% | $112,228-31.0% | $77,904-0.6% |
| Participation rate | 98.5% | 80.2%+18.3pp | 75.1%+23.4pp | 73.7%+24.8pp |
| Annual return | -10.72% | -10.25%-0.5pp | 27.45%-38.2pp | 12.21%-22.9pp |
| Employer contribution / active EE | $9,409 | $3,977+136.6% | $3,635+158.9% | $2,848+230.4% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $692 | $239+189.8% | $6,410-89.2% | $133+422.5% |