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 | $32,259 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,488 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,117 | $101,317-29.8% | $146,958-51.6% | $74,495-4.5% |
| Participation rate | 76.0% | 75.5%+0.4pp | 82.2%-6.2pp | 67.2%+8.8pp |
| Annual return | 15.39% | 8730.91%-8715.5pp | 418.34%-402.9pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $4,853 | $3,810+27.4% | $4,933-1.6% | $2,623+85.0% |
| Participant deferral / active EE | $9,007 | $7,303+23.3% | $8,070+11.6% | $4,346+107.2% |
| Admin fee / account holder | $173 | $1,739-90.1% | $12,998-98.7% | $1,942-91.1% |