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 BARNEY3 years Service code 15 · EIN 20-8764829 | Recordkeeping | $69,145 |
ADP BROKER-DEALER3 years Filed as: ADP Service code 15 · EIN 22-1467904 | Recordkeeping | $13,645 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $13,281 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,549 | $77,314+230.5% | $177,989+43.6% | $80,856+216.1% |
| Participation rate | 92.1% | 65.7%+26.4pp | 77.1%+15.0pp | 67.6%+24.4pp |
| Annual return | 16.85% | 18.09%-1.2pp | 294.48%-277.6pp | 35.59%-18.7pp |
| Employer contribution / active EE | $9,540 | $2,292+316.2% | $3,949+141.6% | $2,755+246.3% |
| Participant deferral / active EE | $19,674 | $4,411+346.1% | $6,276+213.5% | $4,296+358.0% |
| Admin fee / account holder | $821 | $7,191-88.6% | $10,363-92.1% | $6,918-88.1% |