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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $625 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 600 LONGWATER DRIVE SUITE 202 · NORWELL, MA 02061 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $61,745 | $104,475-40.9% | $159,436-61.3% | $79,386-22.2% |
| Participation rate | 41.7% | 76.6%-34.9pp | 82.8%-41.1pp | 70.7%-29.0pp |
| Annual return | 16.63% | 67.95%-51.3pp | 263.57%-246.9pp | 116.85%-100.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,215 | $6,467-81.2% | $7,352-83.5% | $4,046-70.0% |
| Admin fee / account holder | $7 | $711-99.0% | $10,799-99.9% | $626-98.9% |