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 BARNEY10+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $34,819 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,755 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,434 | $30,588+15.8% | $53,898-34.3% | $85,563-58.6% |
| Participation rate | 26.3% | 26.3%-0.1pp | 55.0%-28.7pp | 66.0%-39.7pp |
| Annual return | 19.98% | 50.42%-30.4pp | 528.60%-508.6pp | 31.51%-11.5pp |
| Employer contribution / active EE | $656 | $436+50.5% | $932-29.6% | $2,654-75.3% |
| Participant deferral / active EE | $1,372 | $848+61.8% | $1,826-24.9% | $4,375-68.6% |
| Admin fee / account holder | $150 | $1,879-92.0% | $2,491-94.0% | $834-82.0% |