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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,784 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 855 FRANKLIN AVENUE · GARDEN CITY, NY 11530 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,652 | $37,117-9.3% | $147,614-77.2% | $55,191-39.0% |
| Participation rate | 36.7% | 63.6%-26.9pp | 84.6%-47.9pp | 69.2%-32.4pp |
| Annual return | 2.16% | 3.44%-1.3pp | 61.98%-59.8pp | 10.78%-8.6pp |
| Employer contribution / active EE | $632 | $1,620-61.0% | $5,564-88.6% | $1,899-66.7% |
| Participant deferral / active EE | $2,507 | $1,985+26.3% | $4,895-48.8% | $3,046-17.7% |
| Admin fee / account holder | $56 | $86-34.8% | $11,611-99.5% | $91-38.5% |