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 BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $77,780 |
ADP BROKER-DEALER4 years Filed as: ADP Service code 15 · EIN 22-1467904 | Recordkeeping | $13,020 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $9,707 |
ADP BROKER-DEALER2 years 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 | $312,048 | $83,902+271.9% | $167,512+86.3% | $84,808+267.9% |
| Participation rate | 87.1% | 66.5%+20.7pp | 77.1%+10.1pp | 68.3%+18.8pp |
| Annual return | 18.07% | 91.55%-73.5pp | 1615.79%-1597.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $13,596 | $2,264+500.6% | $3,882+250.3% | $2,631+416.8% |
| Participant deferral / active EE | $17,174 | $4,442+286.6% | $6,405+168.2% | $4,212+307.8% |
| Admin fee / account holder | $889 | $7,915-88.8% | $9,769-90.9% | $7,344-87.9% |