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 BARNEY5 years Service code 15 · EIN 20-8764829 | Recordkeeping | $39,545 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,040 |
ADP BROKER-DEALER11+ 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 | $99,022 | $87,870+12.7% | $113,168-12.5% | $74,304+33.3% |
| Participation rate | 94.0% | 70.7%+23.2pp | 76.6%+17.4pp | 60.3%+33.6pp |
| Annual return | 14.91% | 26.44%-11.5pp | 24.27%-9.4pp | 29.43%-14.5pp |
| Employer contribution / active EE | $1,520 | $2,277-33.3% | $2,975-48.9% | $2,241-32.2% |
| Participant deferral / active EE | $6,454 | $4,241+52.2% | $5,107+26.4% | $3,767+71.3% |
| Admin fee / account holder | $294 | $3,368-91.3% | $12,068-97.6% | $2,969-90.1% |