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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Service code 15 · EIN 20-8764829 | Recordkeeping | $70,462 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $53,096 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,864 | $106,028-52.0% | $146,958-65.4% | $77,643-34.5% |
| Participation rate | 96.6% | 78.4%+18.3pp | 82.2%+14.5pp | 70.6%+26.1pp |
| Annual return | 18.35% | 56.73%-38.4pp | 418.34%-400.0pp | 31.24%-12.9pp |
| Employer contribution / active EE | $5,454 | $4,063+34.2% | $4,933+10.6% | $2,726+100.1% |
| Participant deferral / active EE | $12,723 | $7,990+59.2% | $8,070+57.7% | $4,647+173.8% |
| Admin fee / account holder | $237 | $337-29.9% | $12,998-98.2% | $430-45.0% |