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 |
|---|---|---|
Filed as: HEALTH SERVICE & BENEFIT ADMINISTRA Service code 12 · EIN 94-3089465 | Contract Administrator; Recordkeeping... | $67,440 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $58,646 |
ASSOCIATED THIRD PARTY ADMIN.2+ years Filed as: ASSOCIATED THIRD PARTY ADMIN Service code 12 · EIN 94-3187938 | Contract Administrator; Recordkeeping... | $44,699 |
LINDQUIST LLP2+ years Service code 10 · EIN 52-2385296 | Accounting | $31,967 |
FREMONT BANK2+ years Service code 18 · EIN 94-1569025 | Custodial (other than securities); Di... | $6,600 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,605 | $90,410-61.7% | $91,001-62.0% | $77,958-55.6% |
| Participation rate | 90.0% | 86.4%+3.6pp | 75.6%+14.4pp | 71.6%+18.3pp |
| Annual return | 7.67% | 21.34%-13.7pp | 4.60%+3.1pp | 20.87%-13.2pp |
| Employer contribution / active EE | $3,183 | $3,392-6.1% | $2,456+29.6% | $2,310+37.8% |
| Participant deferral / active EE | $19 | $4,816-99.6% | $3,547-99.5% | $3,537-99.5% |
| Admin fee / account holder | $60 | $79-24.1% | $5,417-98.9% | $97-38.5% |