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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,158 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4 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 | $110,421 | $55,214+100.0% | $104,607+5.6% | $73,488+50.3% |
| Participation rate | 99.4% | 67.8%+31.6pp | 74.1%+25.3pp | 70.7%+28.7pp |
| Annual return | 13.85% | 24.79%-10.9pp | 340.46%-326.6pp | 28.51%-14.7pp |
| Employer contribution / active EE | $2,710 | $1,468+84.6% | $2,681+1.1% | $2,270+19.4% |
| Participant deferral / active EE | $6,532 | $2,925+123.3% | $3,740+74.7% | $3,740+74.7% |
| Admin fee / account holder | $21 | $424-95.1% | $6,473-99.7% | $513-96.0% |