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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,032 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 49 545 METRO PLACE SOUTH · DUBLIN, OH 43017 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,913 | $64,909-57.0% | $82,313-66.1% | $62,292-55.2% |
| Participation rate | 89.8% | 74.9%+14.9pp | 76.9%+12.9pp | 69.5%+20.3pp |
| Annual return | 15.34% | 21.18%-5.8pp | 25.88%-10.5pp | 28.90%-13.6pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,193 | $3,103-29.3% | $3,706-40.8% | $3,169-30.8% |
| Admin fee / account holder | $5 | $440-98.9% | $5,608-99.9% | $479-99.0% |