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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,454 |
MERCER5 years Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 15 · EIN 30-0282430 | Recordkeeping | $5,243 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,728 | $91,538-16.2% | $129,995-41.0% | $75,163+2.1% |
| Participation rate | 74.1% | 71.4%+2.6pp | 78.5%-4.4pp | 67.2%+6.9pp |
| Annual return | 15.64% | -631.11%+646.7pp | -137.18%+152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,433 | $2,845-49.6% | $4,320-66.8% | $2,670-46.3% |
| Participant deferral / active EE | $5,672 | $4,341+30.7% | $5,820-2.6% | $4,125+37.5% |
| Admin fee / account holder | $96 | $6,790-98.6% | $10,614-99.1% | $5,651-98.3% |