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 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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,239 | $32,425+110.5% | $74,583-8.5% | $55,167+23.7% |
| Participation rate | 60.1% | 54.0%+6.1pp | 68.1%-8.0pp | 69.0%-8.9pp |
| Annual return | 8.03% | 10.63%-2.6pp | 20.47%-12.4pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,377 | $1,043+32.0% | $2,525-45.4% | $1,963-29.8% |
| Participant deferral / active EE | $4,116 | $1,995+106.3% | $3,458+19.0% | $3,054+34.8% |
| Admin fee / account holder | $0 | $748-100.0% | $4,138-100.0% | $504-100.0% |