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 | $178,042 |
MORGAN STANLEY SMITH BARNEY8+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $97,276 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,390 | $39,973-21.5% | $79,550-60.5% | $77,904-59.7% |
| Participation rate | 87.9% | 64.6%+23.3pp | 69.5%+18.4pp | 73.7%+14.2pp |
| Annual return | -17.34% | 3.42%-20.8pp | 0.16%-17.5pp | 12.21%-29.5pp |
| Employer contribution / active EE | $653 | $1,088-40.0% | $2,413-73.0% | $2,848-77.1% |
| Participant deferral / active EE | $5,047 | $2,774+81.9% | $3,985+26.6% | $4,806+5.0% |
| Admin fee / account holder | $144 | $113+27.2% | $6,832-97.9% | $133+8.3% |