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 BARNEY9 years Service code 15 · EIN 20-8764829 | Recordkeeping | $29,719 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,350 |
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 | $31,417 | $29,546+6.3% | $56,441-44.3% | $77,671-59.6% |
| Participation rate | 25.8% | 32.7%-6.9pp | 52.5%-26.7pp | 70.6%-44.8pp |
| Annual return | 14.74% | 19.01%-4.3pp | 1704.21%-1689.5pp | 31.21%-16.5pp |
| Employer contribution / active EE | $711 | $568+25.1% | $1,039-31.6% | $2,726-73.9% |
| Participant deferral / active EE | $1,552 | $1,061+46.3% | $1,953-20.5% | $4,648-66.6% |
| Admin fee / account holder | $174 | $1,046-83.4% | $2,829-93.9% | $430-59.6% |