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-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,150 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 545 METRO PLACE SOUTH · DUBLIN, OH 43017 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,538 | $54,320-51.1% | $67,652-60.8% | $52,331-49.3% |
| Participation rate | 62.3% | 73.6%-11.3pp | 75.7%-13.4pp | 68.1%-5.8pp |
| Annual return | -2.19% | 6.81%-9.0pp | 6625.04%-6627.2pp | 4.54%-6.7pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,496 | $2,950-49.3% | $3,560-58.0% | $3,022-50.5% |
| Admin fee / account holder | $5 | $527-99.0% | $4,821-99.9% | $592-99.1% |