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 | $212,124 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $95,859 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,008 | $122,259-78.7% | $147,005-82.3% | $199,768-87.0% |
| Participation rate | 93.7% | 78.3%+15.5pp | 82.2%+11.6pp | 72.0%+21.7pp |
| Annual return | 17.53% | 30.58%-13.1pp | 418.76%-401.2pp | 34.26%-16.7pp |
| Employer contribution / active EE | $2,147 | $4,097-47.6% | $4,934-56.5% | $3,037-29.3% |
| Participant deferral / active EE | $5,376 | $8,504-36.8% | $8,070-33.4% | $5,090+5.6% |
| Admin fee / account holder | $129 | $179-27.7% | $13,006-99.0% | $269-51.9% |