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 BARNEY3 years Service code 15 · EIN 20-8764829 | Recordkeeping | $34,800 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,528 |
Service code 15 · EIN 05-0255779 | Recordkeeping | $11,250 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,700 | $76,050-8.4% | $96,544-27.8% | $71,457-2.5% |
| Participation rate | 96.3% | 74.4%+21.9pp | 76.0%+20.4pp | 67.9%+28.4pp |
| Annual return | 16.60% | 22.81%-6.2pp | 25.84%-9.2pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,818 | $2,244-19.0% | $2,965-38.7% | $2,588-29.8% |
| Participant deferral / active EE | $5,653 | $4,215+34.1% | $4,851+16.5% | $4,289+31.8% |
| Admin fee / account holder | $258 | $2,707-90.5% | $8,252-96.9% | $1,587-83.7% |