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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $51,002 |
MORGAN STANLEY SMITH BARNEY5 years Service code 15 · EIN 20-8764829 | Recordkeeping | $44,000 |
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 | $162,460 | $106,028+53.2% | $146,958+10.5% | $77,643+109.2% |
| Participation rate | 95.5% | 78.4%+17.2pp | 82.2%+13.4pp | 70.6%+25.0pp |
| Annual return | 11.81% | 56.73%-44.9pp | 418.34%-406.5pp | 31.24%-19.4pp |
| Employer contribution / active EE | $2,201 | $4,063-45.8% | $4,933-55.4% | $2,726-19.3% |
| Participant deferral / active EE | $8,769 | $7,990+9.8% | $8,070+8.7% | $4,647+88.7% |
| Admin fee / account holder | $199 | $337-41.0% | $12,998-98.5% | $430-53.7% |