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 | $1,175 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 5800 ARMADA DRIVE · CARSLAND, CA 90208 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,999 | $72,177-39.0% | $115,037-61.8% | $59,632-26.2% |
| Participation rate | 88.7% | 72.6%+16.2pp | 81.4%+7.4pp | 68.7%+20.1pp |
| Annual return | -2.77% | 12.02%-14.8pp | 26.14%-28.9pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $2,137 | $2,841-24.8% | $4,608-53.6% | $2,203-3.0% |
| Participant deferral / active EE | $7,122 | $4,783+48.9% | $6,026+18.2% | $3,192+123.2% |
| Admin fee / account holder | $11 | $4,927-99.8% | $8,175-99.9% | $4,297-99.8% |