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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,329 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANLEY Service code 49 2 JERICHO PLAZA · JERICHO, NY 11753 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,257 | $101,883-53.6% | $453,369-89.6% | $85,850-45.0% |
| Participation rate | 96.9% | 72.3%+24.6pp | 78.0%+18.9pp | 69.3%+27.6pp |
| Annual return | 16.43% | 25.38%-9.0pp | 64.40%-48.0pp | 318.53%-302.1pp |
| Employer contribution / active EE | $1,580 | $2,847-44.5% | $4,070-61.2% | $2,565-38.4% |
| Participant deferral / active EE | $6,926 | $4,782+44.8% | $6,209+11.5% | $3,952+75.3% |
| Admin fee / account holder | $15 | $5,706-99.7% | $11,209-99.9% | $6,260-99.8% |