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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,819 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4 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 | $61,059 | $96,128-36.5% | $136,007-55.1% | $80,856-24.5% |
| Participation rate | 96.5% | 71.2%+25.2pp | 76.5%+20.0pp | 67.6%+28.9pp |
| Annual return | 13.85% | 28.71%-14.9pp | 579.32%-565.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,091 | $3,351-37.6% | $4,217-50.4% | $2,755-24.1% |
| Participant deferral / active EE | $10,463 | $5,709+83.3% | $7,025+48.9% | $4,296+143.6% |
| Admin fee / account holder | $22 | $8,236-99.7% | $6,858-99.7% | $6,918-99.7% |