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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $950 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 SOUTH 61 PARAMUS ROAD · PARAMUS, NJ 07652 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,203 | $26,805+72.4% | $59,496-22.3% | $52,331-11.7% |
| Participation rate | 55.3% | 39.3%+16.0pp | 54.6%+0.7pp | 68.1%-12.8pp |
| Annual return | 1.70% | 2.61%-0.9pp | 182.05%-180.4pp | 4.54%-2.8pp |
| Employer contribution / active EE | $94 | $450-79.0% | $1,153-91.8% | $1,882-95.0% |
| Participant deferral / active EE | $1,462 | $916+59.6% | $1,829-20.1% | $3,022-51.6% |
| Admin fee / account holder | $8 | $305-97.5% | $2,232-99.7% | $592-98.7% |