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 |
|---|---|---|
NWPS2 years Service code 15 · EIN 94-2614826 | Recordkeeping | $137,579 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $112,586 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 26 1999 HARRISON STREET, SUITE 2200 · OAKLAND, CA 94612 | Advisory (Participants) | $104,678 |
MATRIX TRUST COMPANY7+ years Service code 25 · EIN 75-3182674 | Directed Trustee | $52,959 |
LINDQUIST LLP7+ years Service code 10 · EIN 52-2385296 | Accounting | $32,260 |
WEINBERG, ROGER & ROSENFELD7+ years Service code 29 · EIN 94-2458080 | Legal | $20,199 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,409 | $63,321-47.2% | $68,791-51.4% | $77,904-57.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 69.0%+31.0pp | 73.7%+26.3pp |
| Annual return | -18.44% | -6.50%-11.9pp | -6.38%-12.1pp | 12.21%-30.6pp |
| Employer contribution / active EE | $2,951 | $2,794+5.6% | $2,655+11.2% | $2,848+3.6% |
| Participant deferral / active EE | $3,219 | $4,029-20.1% | $3,941-18.3% | $4,806-33.0% |
| Admin fee / account holder | $132 | $104+26.7% | $4,932-97.3% | $133-0.3% |