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.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 19 · EIN 94-1671384 800 NEWPORT CENTER DR, STE 700 · NEWPORT BEACH, CA 92660 | Securities Custodian | $46,684 |
LESLEY DEBUQUE1+ years Filed as: LESLEY, THOMAS, SCHWARZ & POSTMA Service code 10 · EIN 95-3864890 2 SAN JOAQUIN PLAZA SUITE 250 · NEWPORT BEACH, CA 92660 | Accounting | $9,500 |
GARDNER & QUAN1+ years Service code 29 · EIN 95-3121056 5000 BIRCH STREET SUITE 4400 · NEWPORT BEACH, CA 92660 | Legal | $1,722 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 13 · EIN 33-0043744 23046 AVENIDA DE LA CARLOTA STE 500 · LAGUNA HILLS, CA 92653 | Contract Administrator | $360 |
Participant 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,099 | $82,032-19.4% | $123,104-46.3% | $59,632+10.8% |
| Participation rate | 96.7% | 83.2%+13.5pp | 86.8%+9.9pp | 68.7%+28.0pp |
| Annual return | -0.88% | 5.12%-6.0pp | 13.22%-14.1pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $5,681 | $3,297+72.3% | $5,151+10.3% | $2,203+157.9% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,230-100.0% | $3,192-100.0% |
| Admin fee / account holder | $512 | $5,881-91.3% | $9,015-94.3% | $4,297-88.1% |