Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 27 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 11036 | Advisory (Plan) | $55,309 |
BENEFIT SOLUTIONS INC1 year Filed as: BENEFIT SOLUTIONS Service code 15 | Recordkeeping | $16,855 |
UMR10+ years Service code 13 · EIN 39-1995276 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $12,500 |
ASCENSUS LLC6 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 5078 WOOSTER RD., STE 400 · CINCINNATI, OH 45226 | Legal | $9,649 |
FRANK N HESTAND CPA PSC10+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $7,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,054 | $52,450-12.2% | $129,295-64.4% | $74,546-38.2% |
| Participation rate | 100.0% | 53.8%+46.2pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 6.90% | 15.65%-8.7pp | 9429.28%-9422.4pp | 1366.03%-1359.1pp |
| Employer contribution / active EE | $6,352 | $1,532+314.6% | $4,157+52.8% | $2,624+142.0% |
| Participant deferral / active EE | $0 | $2,797-100.0% | $4,169-100.0% | $4,347-100.0% |
| Admin fee / account holder | $631 | $2,636-76.1% | $7,665-91.8% | $1,944-67.5% |