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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,410 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $29,118 |
MORGAN STANLEY SMITH BARNEY3 years Service code 15 · EIN 20-8764829 | Recordkeeping | $17,469 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,821 | $84,556-31.6% | $116,228-50.3% | $74,304-22.2% |
| Participation rate | 100.0% | 66.0%+34.0pp | 74.6%+25.4pp | 60.3%+39.7pp |
| Annual return | 5.95% | 18.35%-12.4pp | 90.06%-84.1pp | 29.43%-23.5pp |
| Employer contribution / active EE | $3,140 | $2,168+44.8% | $2,994+4.8% | $2,241+40.1% |
| Participant deferral / active EE | $4,472 | $3,814+17.2% | $4,953-9.7% | $3,767+18.7% |
| Admin fee / account holder | $467 | $3,792-87.7% | $11,989-96.1% | $2,969-84.3% |