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 |
|---|---|---|
DOWLING & YAHNKE LLC1 year Filed as: DOWLING AND YAHNKE Service code 28 · EIN 33-0465041 | Investment Management | $25,057 |
POLYCOMP ADMINISTRATIVE SERVICES4+ years Service code 13 · EIN 95-2889854 | Contract Administrator | $22,942 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES Service code 28 | Investment Management | $21,564 |
US BANK1 year Filed as: US BANK INSTITUTIONAL TRUST & CUST Service code 21 · EIN 94-0303228 | Bank Trustee | $12,910 |
MESSNER AND SMITH4+ years Service code 28 | Investment Management | $7,083 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $35,960 | $33,067+8.7% | $76,523-53.0% | $56,287-36.1% |
| Participation rate | 99.1% | 55.4%+43.7pp | 68.0%+31.1pp | 69.9%+29.2pp |
| Annual return | -6.35% | 2.72%-9.1pp | -0.27%-6.1pp | -9.96%+3.6pp |
| Employer contribution / active EE | $2,697 | $1,200+124.7% | $2,647+1.9% | $2,111+27.7% |
| Participant deferral / active EE | $0 | $2,240-100.0% | $3,835-100.0% | $3,350-100.0% |
| Admin fee / account holder | $315 | $537-41.3% | $4,848-93.5% | $521-39.5% |