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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $500 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Service code 49 1290 6TH AVENUE · NEW YORK, NY 10104 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,060 | $65,376+31.6% | $87,100-1.2% | $65,185+32.0% |
| Participation rate | 57.4% | 75.3%-17.9pp | 76.9%-19.5pp | 70.2%-12.8pp |
| Annual return | 22.36% | 31.27%-8.9pp | 28.19%-5.8pp | 29.38%-7.0pp |
| Employer contribution / active EE | $594 | $1,822-67.4% | $2,521-76.4% | $2,177-72.7% |
| Participant deferral / active EE | $3,854 | $3,388+13.7% | $4,049-4.8% | $3,514+9.7% |
| Admin fee / account holder | $5 | $520-99.0% | $7,497-99.9% | $847-99.4% |