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 | $775 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years 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.
Employer 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 | $52,242 | $84,487-38.2% | $125,339-58.3% | $66,914-21.9% |
| Participation rate | 38.6% | 76.4%-37.8pp | 82.4%-43.8pp | 69.8%-31.2pp |
| Annual return | -17.78% | -8.39%-9.4pp | 572.05%-589.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $327 | $3,553-90.8% | $4,814-93.2% | $2,544-87.1% |
| Participant deferral / active EE | $3,686 | $6,781-45.6% | $7,446-50.5% | $4,237-13.0% |
| Admin fee / account holder | $8 | $685-98.8% | $10,010-99.9% | $593-98.7% |