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 8-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 | $39,003 |
MORGAN STANLEY SMITH BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $16,972 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,183 | $59,417-55.9% | $93,606-72.0% | $74,495-64.9% |
| Participation rate | 89.6% | 59.7%+29.9pp | 68.7%+20.9pp | 67.2%+22.4pp |
| Annual return | 13.08% | 81.83%-68.8pp | 133.20%-120.1pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $2,610 | $1,264+106.5% | $2,420+7.8% | $2,623-0.5% |
| Participant deferral / active EE | $4,734 | $3,050+55.2% | $4,411+7.3% | $4,346+8.9% |
| Admin fee / account holder | $194 | $3,021-93.6% | $8,285-97.7% | $1,942-90.0% |