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 | $106,110+53.1% | $147,005+10.5% | $77,671+109.2% |
| Participation rate | 95.5% | 78.4%+17.1pp | 82.2%+13.4pp | 70.6%+25.0pp |
| Annual return | 11.81% | 56.77%-45.0pp | 418.76%-407.0pp | 31.21%-19.4pp |
| Employer contribution / active EE | $2,201 | $4,065-45.9% | $4,934-55.4% | $2,726-19.3% |
| Participant deferral / active EE | $8,769 | $7,992+9.7% | $8,070+8.7% | $4,648+88.7% |
| Admin fee / account holder | $199 | $338-41.0% | $13,006-98.5% | $430-53.7% |