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 |
|---|---|---|
CARLSON QUINN3 years Service code 99 · EIN 94-3210526 | Other Fees | $7,816 |
MORGAN STANLEY SMITH BARNEY2 years Service code 55 1 NEW YORK PLAZA FL 12 · NEW YORK, NY 10004 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,246 | $58,101+43.3% | $118,925-30.0% | $73,409+13.4% |
| Participation rate | 14.0% | 56.1%-42.1pp | 75.4%-61.4pp | 72.2%-58.1pp |
| Annual return | 6.67% | 20.56%-13.9pp | 35.88%-29.2pp | 59.29%-52.6pp |
| Employer contribution / active EE | $305 | $1,445-78.9% | $3,263-90.7% | $2,234-86.3% |
| Participant deferral / active EE | $607 | $2,400-74.7% | $4,265-85.8% | $3,805-84.1% |
| Admin fee / account holder | $539 | $138+290.0% | $6,581-91.8% | $158+241.1% |