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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,298 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Service code 49 200 NYALA FARMS ROAD · WESTPORT, CT 06880 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,626 | $45,825+58.5% | $90,645-19.9% | $56,287+29.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 74.0%+26.0pp | 69.9%+30.1pp |
| Annual return | 18.80% | 38.64%-19.8pp | 1.88%+16.9pp | -9.96%+28.8pp |
| Employer contribution / active EE | $2,598 | $1,372+89.4% | $2,532+2.6% | $2,111+23.1% |
| Participant deferral / active EE | $6,232 | $2,562+143.2% | $3,425+82.0% | $3,350+86.0% |
| Admin fee / account holder | $15 | $413-96.4% | $4,994-99.7% | $521-97.1% |