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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,430 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $32,561 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,118 | $58,778+24.4% | $129,207-43.4% | $77,643-5.8% |
| Participation rate | 64.4% | 59.2%+5.2pp | 69.6%-5.2pp | 70.6%-6.1pp |
| Annual return | 18.02% | 24.73%-6.7pp | 9417.33%-9399.3pp | 31.24%-13.2pp |
| Employer contribution / active EE | $1,725 | $1,952-11.6% | $4,153-58.5% | $2,726-36.7% |
| Participant deferral / active EE | $3,853 | $3,212+19.9% | $4,168-7.6% | $4,647-17.1% |
| Admin fee / account holder | $256 | $589-56.6% | $7,715-96.7% | $430-40.5% |