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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,390 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,869 | $107,378-88.0% | $108,579-88.1% | $57,658-77.7% |
| Participation rate | 92.3% | 77.1%+15.2pp | 79.6%+12.7pp | 70.2%+22.1pp |
| Annual return | 5.67% | 12.80%-7.1pp | -51.70%+57.4pp | 5.13%+0.5pp |
| Employer contribution / active EE | $418 | $1,782-76.6% | $3,758-88.9% | $1,974-78.8% |
| Participant deferral / active EE | $1,776 | $3,221-44.8% | $4,311-58.8% | $3,061-42.0% |
| Admin fee / account holder | $22 | $108-79.4% | $7,645-99.7% | $95-76.4% |