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 |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,575 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 111 S PFINGSTEN RD SUITE 200 · DEERFIELD, IL 60015 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,196 | $56,629+62.8% | $77,999+18.2% | $55,167+67.1% |
| Participation rate | 92.7% | 73.3%+19.4pp | 75.5%+17.1pp | 69.0%+23.7pp |
| Annual return | 6.82% | 2866.98%-2860.2pp | 425.96%-419.1pp | 169.23%-162.4pp |
| Employer contribution / active EE | $4,320 | $1,723+150.7% | $2,470+74.9% | $1,963+120.1% |
| Participant deferral / active EE | $12,886 | $2,777+364.0% | $3,497+268.5% | $3,054+321.9% |
| Admin fee / account holder | $11 | $467-97.5% | $5,480-99.8% | $504-97.7% |