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 10-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 BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $38,020 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,828 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,924 | $79,171+57.8% | $102,423+22.0% | $74,495+67.7% |
| Participation rate | 71.6% | 74.8%-3.2pp | 76.5%-4.9pp | 67.2%+4.4pp |
| Annual return | 10.88% | 54.93%-44.1pp | 29.32%-18.4pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $1,704 | $2,362-27.9% | $3,023-43.6% | $2,623-35.0% |
| Participant deferral / active EE | $7,760 | $4,415+75.8% | $5,053+53.6% | $4,346+78.6% |
| Admin fee / account holder | $389 | $2,001-80.6% | $9,451-95.9% | $1,942-80.0% |