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 |
|---|---|---|
POLYCOMP ADMINISTRATIVE SERVICES5+ years Service code 13 · EIN 95-2889854 | Contract Administrator | $55,058 |
DOWLING & YAHNKE LLC2 years Filed as: DOWLING AND YAHNKE Service code 28 · EIN 33-0465041 | Investment Management | $24,766 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES Service code 28 | Investment Management | $18,869 |
US BANK2 years Filed as: US BANK INSTITUTIONAL TRUST & CUST Service code 21 · EIN 94-0303228 | Bank Trustee | $11,648 |
MESSNER AND SMITH5+ years Service code 28 | Investment Management | $6,697 |
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 | $38,342 | $38,365-0.1% | $84,611-54.7% | $65,185-41.2% |
| Participation rate | 99.6% | 55.7%+43.9pp | 68.2%+31.3pp | 70.2%+29.4pp |
| Annual return | 11.13% | 32.00%-20.9pp | 258.74%-247.6pp | 29.38%-18.2pp |
| Employer contribution / active EE | $4,425 | $1,258+251.6% | $2,652+66.8% | $2,177+103.3% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,899-100.0% | $3,514-100.0% |
| Admin fee / account holder | $301 | $451-33.2% | $4,912-93.9% | $847-64.4% |