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-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,904 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 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 | $101,696 | $50,175+102.7% | $99,443+2.3% | $65,185+56.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 73.8%+26.2pp | 70.2%+29.8pp |
| Annual return | 19.98% | 25.36%-5.4pp | 30.72%-10.7pp | 29.38%-9.4pp |
| Employer contribution / active EE | $2,381 | $1,496+59.2% | $2,540-6.2% | $2,177+9.4% |
| Participant deferral / active EE | $6,329 | $2,748+130.4% | $3,619+74.9% | $3,514+80.1% |
| Admin fee / account holder | $33 | $398-91.7% | $6,250-99.5% | $847-96.1% |