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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,745 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $33,346 | $155,795-78.6% | $136,294-75.5% | $69,631-52.1% |
| Participation rate | 52.2% | 75.2%-23.0pp | 81.9%-29.7pp | 70.7%-18.5pp |
| Annual return | 20.88% | 232464.33%-232443.5pp | 5155.94%-5135.1pp | 27571.02%-27550.1pp |
| Employer contribution / active EE | $1,056 | $2,991-64.7% | $4,695-77.5% | $2,032-48.0% |
| Participant deferral / active EE | $2,040 | $5,394-62.2% | $6,247-67.3% | $3,224-36.7% |
| Admin fee / account holder | $17 | $128-86.8% | $9,243-99.8% | $110-84.7% |