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 BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $54,603 |
ADP BROKER-DEALER2 years Filed as: ADP Service code 15 · EIN 22-1467904 | Recordkeeping | $13,038 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $6,447 |
ADP BROKER-DEALER1 year Service code 59 | Shareholder Servicing | $0 |
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 | $201,848 | $70,669+185.6% | $169,368+19.2% | $75,163+168.5% |
| Participation rate | 93.6% | 64.8%+28.8pp | 77.1%+16.4pp | 67.2%+26.4pp |
| Annual return | 20.20% | 36.36%-16.2pp | 405.60%-385.4pp | 160.62%-140.4pp |
| Employer contribution / active EE | $8,537 | $2,211+286.1% | $4,013+112.7% | $2,670+219.7% |
| Participant deferral / active EE | $16,882 | $4,311+291.6% | $6,221+171.4% | $4,125+309.2% |
| Admin fee / account holder | $588 | $5,402-89.1% | $9,003-93.5% | $5,651-89.6% |