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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $29,739 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,434 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $102,518 | $78,483+30.6% | $106,201-3.5% | $74,546+37.5% |
| Participation rate | 93.9% | 72.8%+21.1pp | 75.3%+18.6pp | 67.2%+26.7pp |
| Annual return | 14.48% | 15.94%-1.5pp | 116.26%-101.8pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $4,328 | $2,522+71.7% | $3,170+36.6% | $2,624+64.9% |
| Participant deferral / active EE | $11,979 | $4,320+177.3% | $5,012+139.0% | $4,347+175.5% |
| Admin fee / account holder | $328 | $2,236-85.3% | $11,039-97.0% | $1,944-83.1% |