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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,659 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 years 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 | $50,105 | $90,745-44.8% | $130,231-61.5% | $75,163-33.3% |
| Participation rate | 96.9% | 71.1%+25.8pp | 76.3%+20.6pp | 67.2%+29.7pp |
| Annual return | 21.99% | 34.45%-12.5pp | 38.77%-16.8pp | 160.62%-138.6pp |
| Employer contribution / active EE | $2,167 | $3,314-34.6% | $4,126-47.5% | $2,670-18.8% |
| Participant deferral / active EE | $9,933 | $5,362+85.2% | $6,799+46.1% | $4,125+140.8% |
| Admin fee / account holder | $19 | $6,331-99.7% | $6,020-99.7% | $5,651-99.7% |