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 | $2,182 |
TD AMERITRADE, INC.5 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $7 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 ONE FAWCETT PLACE 3RD FLOOR · GREENWICH, CT 06824 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,165 | $56,423+4.9% | $77,163-23.3% | $71,457-17.2% |
| Participation rate | 71.6% | 64.3%+7.2pp | 69.6%+2.0pp | 67.9%+3.6pp |
| Annual return | 17.98% | 19.05%-1.1pp | 37.87%-19.9pp | 28.85%-10.9pp |
| Employer contribution / active EE | $2,480 | $1,866+32.9% | $2,535-2.1% | $2,588-4.1% |
| Participant deferral / active EE | $2,615 | $3,142-16.8% | $3,833-31.8% | $4,289-39.0% |
| Admin fee / account holder | $29 | $1,429-98.0% | $5,472-99.5% | $1,587-98.2% |