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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $136,931 |
MORGAN STANLEY SMITH BARNEY5 years Service code 15 · EIN 20-8764829 | Recordkeeping | $68,411 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT SERVICES, INC. Service code 14 · EIN 13-3745616 | Plan Administrator | $7,575 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,756 | $123,077-23.0% | $116,228-18.5% | $102,872-7.9% |
| Participation rate | 85.8% | 87.0%-1.2pp | 74.6%+11.2pp | 73.0%+12.8pp |
| Annual return | 18.38% | 15.84%+2.5pp | 90.06%-71.7pp | 19.06%-0.7pp |
| Employer contribution / active EE | $3,265 | $4,380-25.5% | $2,994+9.0% | $3,526-7.4% |
| Participant deferral / active EE | $7,531 | $6,746+11.6% | $4,953+52.1% | $5,535+36.1% |
| Admin fee / account holder | $166 | $115+43.5% | $11,989-98.6% | $292-43.3% |