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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $82,917 |
MORGAN STANLEY SMITH BARNEY9+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $38,187 |
Filed as: STONEHILL FIDCUCIARY MANAGEMENT Service code 15 · EIN 45-5608425 | Recordkeeping | $12,602 |
ADP BROKER-DEALER9+ 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 | $17,417 | $50,127-65.3% | $149,673-88.4% | $80,160-78.3% |
| Participation rate | 54.4% | 64.3%-9.9pp | 78.8%-24.3pp | 72.9%-18.5pp |
| Annual return | 21.14% | 29.82%-8.7pp | 134.42%-113.3pp | 40.38%-19.2pp |
| Employer contribution / active EE | $176 | $1,865-90.6% | $4,818-96.4% | $2,978-94.1% |
| Participant deferral / active EE | $1,926 | $3,194-39.7% | $5,680-66.1% | $5,017-61.6% |
| Admin fee / account holder | $84 | $153-44.7% | $13,210-99.4% | $145-41.7% |