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 | $48,795+7.7% | $65,493-19.8% | $84,808-38.0% |
| Participation rate | 96.2% | 67.0%+29.2pp | 73.1%+23.1pp | 68.3%+27.8pp |
| Annual return | 15.28% | 20.20%-4.9pp | 982.45%-967.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,209 | $1,930+66.3% | $2,574+24.6% | $2,631+22.0% |
| Participant deferral / active EE | $6,965 | $2,928+137.8% | $3,961+75.8% | $4,212+65.4% |
| Admin fee / account holder | $16 | $3,877-99.6% | $5,028-99.7% | $7,344-99.8% |