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 9-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 | $22,021 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,594 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,608 | $84,556-15.3% | $116,228-38.4% | $74,304-3.6% |
| Participation rate | 98.6% | 66.0%+32.5pp | 74.6%+24.0pp | 60.3%+38.2pp |
| Annual return | 12.28% | 18.35%-6.1pp | 90.06%-77.8pp | 29.43%-17.2pp |
| Employer contribution / active EE | $2,868 | $2,168+32.3% | $2,994-4.2% | $2,241+28.0% |
| Participant deferral / active EE | $3,674 | $3,814-3.7% | $4,953-25.8% | $3,767-2.5% |
| Admin fee / account holder | $145 | $3,792-96.2% | $11,989-98.8% | $2,969-95.1% |