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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $51,451 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $48,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,708 | $62,603-3.0% | $104,294-41.8% | $66,914-9.3% |
| Participation rate | 95.0% | 59.6%+35.4pp | 73.3%+21.8pp | 69.8%+25.2pp |
| Annual return | -15.08% | -14.70%-0.4pp | 24.61%-39.7pp | 1.58%-16.7pp |
| Employer contribution / active EE | $4,220 | $1,972+114.0% | $3,372+25.2% | $2,544+65.9% |
| Participant deferral / active EE | $9,205 | $2,853+222.7% | $4,625+99.0% | $4,237+117.3% |
| Admin fee / account holder | $296 | $656-54.9% | $7,339-96.0% | $593-50.1% |