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 9-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 BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $52,066 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,050 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,893 | $84,487+26.5% | $125,339-14.7% | $66,914+59.7% |
| Participation rate | 89.9% | 76.4%+13.4pp | 82.4%+7.5pp | 69.8%+20.1pp |
| Annual return | -16.18% | -8.39%-7.8pp | 572.05%-588.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $4,853 | $3,553+36.6% | $4,814+0.8% | $2,544+90.8% |
| Participant deferral / active EE | $12,224 | $6,781+80.3% | $7,446+64.2% | $4,237+188.5% |
| Admin fee / account holder | $216 | $685-68.5% | $10,010-97.8% | $593-63.7% |