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 BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $24,081 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,425 |
ADP BROKER-DEALER3 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 | $72,543 | $91,407-20.6% | $135,903-46.6% | $71,457+1.5% |
| Participation rate | 78.5% | 75.7%+2.9pp | 81.9%-3.4pp | 67.9%+10.6pp |
| Annual return | 21.25% | 29.90%-8.6pp | 68.23%-47.0pp | 28.85%-7.6pp |
| Employer contribution / active EE | $3,744 | $3,703+1.1% | $4,856-22.9% | $2,588+44.7% |
| Participant deferral / active EE | $9,762 | $7,092+37.6% | $7,758+25.8% | $4,289+127.6% |
| Admin fee / account holder | $266 | $1,266-79.0% | $10,762-97.5% | $1,587-83.3% |