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 9-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 |
|---|---|---|
MESSNER AND SMITH1+ years Service code 28 · EIN 33-0087141 | Investment Management | $63,378 |
US BANK1+ years Filed as: UNION BANK OF CALIFORNIA Service code 21 · EIN 94-0303228 | Bank Trustee | $14,462 |
POLYCOMP ADMINISTRATIVE SERVICES1+ years Service code 13 · EIN 95-2889854 | Contract Administrator | $14,340 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $39,326 | $31,109+26.4% | $67,711-41.9% | $52,331-24.8% |
| Participation rate | 100.0% | 54.0%+46.0pp | 67.5%+32.5pp | 68.1%+31.9pp |
| Annual return | -3.64% | 23.70%-27.3pp | 25.41%-29.1pp | 4.54%-8.2pp |
| Employer contribution / active EE | $3,875 | $1,076+260.2% | $2,559+51.4% | $1,882+105.9% |
| Participant deferral / active EE | $0 | $1,970-100.0% | $3,585-100.0% | $3,022-100.0% |
| Admin fee / account holder | $340 | $466-27.0% | $4,255-92.0% | $592-42.5% |