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 BARNEY3 years Service code 15 · EIN 20-8764829 | Recordkeeping | $51,154 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,380 |
ADP BROKER-DEALER7+ 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 | $116,818 | $91,407+27.8% | $135,903-14.0% | $71,457+63.5% |
| Participation rate | 91.9% | 75.7%+16.3pp | 81.9%+10.0pp | 67.9%+24.0pp |
| Annual return | 19.65% | 29.90%-10.2pp | 68.23%-48.6pp | 28.85%-9.2pp |
| Employer contribution / active EE | $5,071 | $3,703+36.9% | $4,856+4.4% | $2,588+96.0% |
| Participant deferral / active EE | $13,478 | $7,092+90.0% | $7,758+73.7% | $4,289+214.3% |
| Admin fee / account holder | $201 | $1,266-84.1% | $10,762-98.1% | $1,587-87.3% |