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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Service code 15 · EIN 20-8764829 | Recordkeeping | $40,133 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES, INC. Service code 13 · EIN 13-3745616 | Contract Administrator | $31,208 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,326 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,312 | $66,098-46.6% | $101,794-65.3% | $74,304-52.5% |
| Participation rate | 90.0% | 53.8%+36.3pp | 69.2%+20.9pp | 60.3%+29.7pp |
| Annual return | 27.32% | 19.59%+7.7pp | 30.53%-3.2pp | 29.43%-2.1pp |
| Employer contribution / active EE | $2,740 | $1,082+153.4% | $2,289+19.7% | $2,241+22.3% |
| Participant deferral / active EE | $4,968 | $2,781+78.6% | $4,084+21.7% | $3,767+31.9% |
| Admin fee / account holder | $280 | $4,146-93.2% | $8,777-96.8% | $2,969-90.6% |