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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,668 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $33,734 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,744 | $56,095-63.0% | $178,490-88.4% | $90,288-77.0% |
| Participation rate | 31.9% | 65.6%-33.6pp | 81.9%-50.0pp | 73.4%-41.4pp |
| Annual return | 18.28% | 28.81%-10.5pp | 151.07%-132.8pp | 53.97%-35.7pp |
| Employer contribution / active EE | $125 | $1,572-92.1% | $5,011-97.5% | $2,524-95.1% |
| Participant deferral / active EE | $1,196 | $2,669-55.2% | $5,202-77.0% | $4,232-71.7% |
| Admin fee / account holder | $82 | $101-18.5% | $13,984-99.4% | $114-28.1% |