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 | $7,628 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,727 |
ADP BROKER-DEALER2 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 | $106,403 | $109,881-3.2% | $150,045-29.1% | $84,808+25.5% |
| Participation rate | 98.7% | 76.1%+22.6pp | 82.3%+16.4pp | 68.3%+30.4pp |
| Annual return | 17.09% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,592 | $3,561+0.9% | $4,693-23.5% | $2,631+36.5% |
| Participant deferral / active EE | $10,183 | $6,636+53.5% | $7,997+27.3% | $4,212+141.8% |
| Admin fee / account holder | $89 | $8,568-99.0% | $13,435-99.3% | $7,344-98.8% |