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 BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $44,988 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,981 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,171 | $82,972+7.5% | $103,374-13.7% | $77,671+14.8% |
| Participation rate | 86.7% | 71.5%+15.2pp | 74.5%+12.2pp | 70.6%+16.2pp |
| Annual return | 14.57% | 19.14%-4.6pp | 24.89%-10.3pp | 31.21%-16.6pp |
| Employer contribution / active EE | $3,395 | $3,554-4.5% | $3,869-12.3% | $2,726+24.5% |
| Participant deferral / active EE | $7,427 | $4,108+80.8% | $5,058+46.9% | $4,648+59.8% |
| Admin fee / account holder | $133 | $639-79.2% | $8,394-98.4% | $430-69.2% |