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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $54,628 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,613 |
KLICHS LLP3 years Service code 15 · EIN 46-2608003 | Recordkeeping | $19,000 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,357 | $81,474+19.5% | $133,956-27.3% | $73,488+32.5% |
| Participation rate | 98.6% | 76.4%+22.3pp | 79.8%+18.8pp | 70.7%+28.0pp |
| Annual return | 16.88% | 19.40%-2.5pp | 45.09%-28.2pp | 28.51%-11.6pp |
| Employer contribution / active EE | $11,019 | $2,209+398.7% | $3,919+181.2% | $2,270+385.4% |
| Participant deferral / active EE | $6,247 | $3,786+65.0% | $5,048+23.8% | $3,740+67.0% |
| Admin fee / account holder | $276 | $713-61.3% | $8,927-96.9% | $513-46.2% |