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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,074 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 49 · EIN 36-3145972 | Other Services | $0 |
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 | $52,552 | $47,479+10.7% | $62,929-16.5% | $82,448-36.3% |
| Participation rate | 96.2% | 66.9%+29.3pp | 73.1%+23.0pp | 68.1%+28.1pp |
| Annual return | 15.28% | 20.34%-5.1pp | 1063.93%-1048.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $3,209 | $1,885+70.2% | $2,505+28.1% | $2,551+25.8% |
| Participant deferral / active EE | $6,965 | $2,870+142.6% | $3,888+79.1% | $4,139+68.3% |
| Admin fee / account holder | $16 | $3,804-99.6% | $5,065-99.7% | $7,234-99.8% |