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 |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,455 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 45 WILLIAM ST STE 130 · WELLESLEY, MA 02481 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,137 | $48,576+13.5% | $169,463-67.5% | $56,287-2.0% |
| Participation rate | 77.8% | 65.8%+12.0pp | 77.8%0pp | 69.9%+7.9pp |
| Annual return | -5.17% | -2.51%-2.7pp | 1.83%-7.0pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,415 | $1,559-9.2% | $4,159-66.0% | $2,111-33.0% |
| Participant deferral / active EE | $3,522 | $3,275+7.5% | $5,277-33.3% | $3,350+5.1% |
| Admin fee / account holder | $32 | $435-92.6% | $9,109-99.6% | $521-93.8% |