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 |
|---|---|---|
ATW COMPANIES1 year Service code 99 55 SERVICE AVENUE · WARWICK, RI 02886 | Other Fees | $102,000 |
MORGAN STANLEY SMITH BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $36,360 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,798 |
ADP BROKER-DEALER8+ 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 | $56,357 | $65,435-13.9% | $86,677-35.0% | $66,914-15.8% |
| Participation rate | 98.0% | 75.5%+22.6pp | 76.6%+21.5pp | 69.8%+28.2pp |
| Annual return | -15.73% | -10.89%-4.8pp | 35.91%-51.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,804 | $2,153-16.2% | $2,836-36.4% | $2,544-29.1% |
| Participant deferral / active EE | $5,135 | $4,100+25.2% | $4,656+10.3% | $4,237+21.2% |
| Admin fee / account holder | $242 | $642-62.3% | $7,493-96.8% | $593-59.3% |