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 Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 15 · EIN 11-3658445 | Recordkeeping | $32,187 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,123 |
CARON & BLETZER, PLLC11+ years Service code 15 · EIN 04-3499945 | Recordkeeping | $8,060 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,631 | $81,625+61.3% | $167,512-21.4% | $74,304+77.2% |
| Participation rate | 74.5% | 60.0%+14.4pp | 77.1%-2.6pp | 60.3%+14.1pp |
| Annual return | 16.69% | 26.09%-9.4pp | 1615.79%-1599.1pp | 29.43%-12.7pp |
| Employer contribution / active EE | $2,461 | $2,010+22.4% | $3,882-36.6% | $2,241+9.8% |
| Participant deferral / active EE | $5,584 | $4,115+35.7% | $6,405-12.8% | $3,767+48.2% |
| Admin fee / account holder | $407 | $3,474-88.3% | $9,769-95.8% | $2,969-86.3% |