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 BARNEY5 years Service code 15 · EIN 20-8764829 | Recordkeeping | $52,964 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,106 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,734 | $68,914+41.8% | $136,749-28.5% | $74,304+31.5% |
| Participation rate | 75.1% | 51.3%+23.8pp | 72.1%+3.0pp | 60.3%+14.8pp |
| Annual return | -12.22% | 16.34%-28.6pp | 24.33%-36.5pp | 29.43%-41.6pp |
| Employer contribution / active EE | $2,574 | $1,561+64.8% | $3,400-24.3% | $2,241+14.8% |
| Participant deferral / active EE | $5,818 | $2,541+129.0% | $4,692+24.0% | $3,767+54.4% |
| Admin fee / account holder | $453 | $3,149-85.6% | $11,386-96.0% | $2,969-84.8% |