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 | $56,185 |
MORGAN STANLEY SMITH BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $56,172 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,259 | $62,327+49.6% | $120,354-22.5% | $74,495+25.2% |
| Participation rate | 94.9% | 56.8%+38.1pp | 71.9%+23.0pp | 67.2%+27.7pp |
| Annual return | 13.78% | 18.61%-4.8pp | 107.15%-93.4pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $4,554 | $1,843+147.1% | $3,463+31.5% | $2,623+73.6% |
| Participant deferral / active EE | $9,326 | $2,893+222.4% | $4,991+86.9% | $4,346+114.6% |
| Admin fee / account holder | $378 | $2,396-84.2% | $9,423-96.0% | $1,942-80.5% |