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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,850 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 49 855 FRANKLIN AVE · GARDEN CITY, NY 11530 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,468 | $45,382-65.9% | $154,107-90.0% | $75,289-79.5% |
| Participation rate | 34.3% | 65.9%-31.5pp | 83.0%-48.7pp | 72.4%-38.1pp |
| Annual return | -3.16% | -0.47%-2.7pp | 735.12%-738.3pp | -0.04%-3.1pp |
| Employer contribution / active EE | $119 | $1,533-92.2% | $5,298-97.8% | $2,405-95.1% |
| Participant deferral / active EE | $1,112 | $2,384-53.4% | $5,081-78.1% | $3,739-70.3% |
| Admin fee / account holder | $10 | $89-88.3% | $13,411-99.9% | $102-89.7% |