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 | $65,580 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50,134 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,388 | $61,272+29.6% | $149,673-47.0% | $71,457+11.1% |
| Participation rate | 93.9% | 62.5%+31.4pp | 78.8%+15.1pp | 67.9%+26.0pp |
| Annual return | 15.46% | 35.85%-20.4pp | 134.42%-119.0pp | 28.85%-13.4pp |
| Employer contribution / active EE | $4,588 | $2,378+92.9% | $4,818-4.8% | $2,588+77.3% |
| Participant deferral / active EE | $10,640 | $2,917+264.7% | $5,680+87.3% | $4,289+148.1% |
| Admin fee / account holder | $240 | $1,261-81.0% | $13,210-98.2% | $1,587-84.9% |