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 BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $405,983 |
LOOMIS SAYLES5 years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $152,197 |
Filed as: LAW FIRM OF JAMES P BAKER Service code 29 · EIN 87-3996649 | Legal | $102,935 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: JP MORGAN Service code 28 270 PARK AVE · NEW YORK CITY, NY 11001 | Investment Management | $80,796 |
ENERGY INCOME PARTNERS8+ years Service code 28 49 RIVERSIDE AVENUE · WESTPORT, CT 06880 | Investment Management | $64,857 |
RIVERBRIDGE PARTNERS8+ years Filed as: RIVERBRIDGE PARTNERS LLC Service code 28 · EIN 41-1930193 | Investment Management | $55,453 |
MARIA BANCHS2 years Filed as: MARIA RIVERA Service code 30 1621 MARKET STREET, SUITE 400 · SAN FRANCISCO, CA 94103 | Direct payment from the plan; Employe... | $51,065 |
TINA TATUM1 year Filed as: TINA FAN Service code 30 1621 MARKET STREET, SUITE 400 · SAN FRANCISCO, CA 94103 | Employee (plan); Direct payment from ... | $37,044 |
RAEL & LETSON2 years Service code 17 · EIN 94-1701048 | Pension Consulting | $36,681 |
Filed as: SILVERCREST Service code 28 1330 POST OAK BLVD SUITE 900 · HOUSTON, TX 77056 | Investment Management | $31,719 |
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 | $83,486 | $88,480-5.6% | $96,683-13.6% | $80,160+4.1% |
| Participation rate | 95.6% | 79.9%+15.7pp | 74.3%+21.3pp | 72.9%+22.7pp |
| Annual return | 7.22% | 22.53%-15.3pp | 35.69%-28.5pp | 40.38%-33.2pp |
| Employer contribution / active EE | $9,191 | $4,176+120.1% | $3,737+146.0% | $2,978+208.7% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $628 | $212+196.6% | $6,730-90.7% | $145+333.3% |