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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $425 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 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.
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 | $123,008 | $78,422+56.9% | $95,952+28.2% | $79,858+54.0% |
| Participation rate | 57.3% | 73.5%-16.2pp | 77.1%-19.8pp | 69.6%-12.3pp |
| Annual return | 35.17% | 19.37%+15.8pp | 91.61%-56.4pp | 31.71%+3.5pp |
| Employer contribution / active EE | $545 | $1,945-72.0% | $2,541-78.5% | $2,471-77.9% |
| Participant deferral / active EE | $3,546 | $3,440+3.1% | $4,167-14.9% | $3,740-5.2% |
| Admin fee / account holder | $5 | $5,622-99.9% | $6,795-99.9% | $5,306-99.9% |