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 | $4,710 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 years Service code 49 400 GALLERIA PARKWAY · ATLANTA, GA 30339 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,574 | $95,762-55.5% | $379,746-88.8% | $79,858-46.7% |
| Participation rate | 89.5% | 74.0%+15.5pp | 78.4%+11.0pp | 69.6%+19.8pp |
| Annual return | 10.54% | 18.26%-7.7pp | 34.90%-24.4pp | 31.71%-21.2pp |
| Employer contribution / active EE | $2,109 | $2,695-21.8% | $3,540-40.4% | $2,471-14.7% |
| Participant deferral / active EE | $7,796 | $4,705+65.7% | $6,024+29.4% | $3,740+108.5% |
| Admin fee / account holder | $31 | $6,745-99.5% | $7,927-99.6% | $5,306-99.4% |