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 9-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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,864 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 333 WEST SAN CARLOS STREET · SAN JOSE, CA 95110 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,397 | $79,184-36.4% | $102,438-50.8% | $74,546-32.4% |
| Participation rate | 96.6% | 74.8%+21.8pp | 76.5%+20.1pp | 67.2%+29.4pp |
| Annual return | 19.42% | 54.95%-35.5pp | 29.37%-10.0pp | 1366.03%-1346.6pp |
| Employer contribution / active EE | $1,847 | $2,362-21.8% | $3,024-38.9% | $2,624-29.6% |
| Participant deferral / active EE | $5,832 | $4,414+32.1% | $5,054+15.4% | $4,347+34.2% |
| Admin fee / account holder | $22 | $2,001-98.9% | $9,448-99.8% | $1,944-98.9% |