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 BARNEY5 years Service code 15 · EIN 20-8764829 | Recordkeeping | $70,043 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,082 |
ADP BROKER-DEALER9+ 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 | $150,242 | $100,923+48.9% | $150,045+0.1% | $74,304+102.2% |
| Participation rate | 92.2% | 70.1%+22.1pp | 82.3%+9.9pp | 60.3%+31.9pp |
| Annual return | 15.04% | 51.77%-36.7pp | 62.55%-47.5pp | 29.43%-14.4pp |
| Employer contribution / active EE | $6,357 | $3,463+83.6% | $4,693+35.5% | $2,241+183.7% |
| Participant deferral / active EE | $14,926 | $6,709+122.5% | $7,997+86.6% | $3,767+296.2% |
| Admin fee / account holder | $282 | $2,767-89.8% | $13,435-97.9% | $2,969-90.5% |