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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $53,579 |
MORGAN STANLEY SMITH BARNEY3 years Service code 15 · EIN 20-8764829 | Recordkeeping | $51,919 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,193 | $57,651+40.8% | $112,229-27.7% | $71,457+13.6% |
| Participation rate | 93.3% | 58.9%+34.3pp | 72.4%+20.8pp | 67.9%+25.4pp |
| Annual return | 20.26% | 18.32%+1.9pp | 30.20%-9.9pp | 28.85%-8.6pp |
| Employer contribution / active EE | $4,662 | $1,913+143.6% | $3,430+35.9% | $2,588+80.2% |
| Participant deferral / active EE | $9,736 | $2,863+240.1% | $4,798+102.9% | $4,289+127.0% |
| Admin fee / account holder | $337 | $1,581-78.7% | $7,748-95.7% | $1,587-78.8% |