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 BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $38,643 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,673 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,856 | $44,960+157.7% | $84,966+36.4% | $74,495+55.5% |
| Participation rate | 64.9% | 49.4%+15.5pp | 67.5%-2.6pp | 67.2%-2.3pp |
| Annual return | 14.58% | 26.24%-11.7pp | 66.38%-51.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,163 | $1,457+48.4% | $2,727-20.7% | $2,623-17.5% |
| Participant deferral / active EE | $7,405 | $2,731+171.2% | $4,519+63.8% | $4,346+70.4% |
| Admin fee / account holder | $361 | $2,209-83.7% | $6,149-94.1% | $1,942-81.4% |