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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,965 |
MORGAN STANLEY SMITH BARNEY3 years Service code 15 · EIN 20-8764829 | Recordkeeping | $19,922 |
ADP BROKER-DEALER8 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,625 | $86,929-17.6% | $102,423-30.1% | $80,856-11.4% |
| Participation rate | 91.5% | 72.4%+19.1pp | 76.5%+15.0pp | 67.6%+23.8pp |
| Annual return | 14.12% | 18.88%-4.8pp | 29.32%-15.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $5,706 | $2,369+140.8% | $3,023+88.7% | $2,755+107.1% |
| Participant deferral / active EE | $14,739 | $4,118+257.9% | $5,053+191.7% | $4,296+243.1% |
| Admin fee / account holder | $337 | $8,049-95.8% | $9,451-96.4% | $6,918-95.1% |