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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $169,085 |
MORGAN STANLEY SMITH BARNEY9+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $99,088 |
ADP BROKER-DEALER6 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 | $37,287 | $44,626-16.4% | $86,188-56.7% | $80,160-53.5% |
| Participation rate | 94.6% | 63.5%+31.1pp | 69.0%+25.6pp | 72.9%+21.7pp |
| Annual return | 20.36% | 19.61%+0.8pp | 1168.45%-1148.1pp | 40.38%-20.0pp |
| Employer contribution / active EE | $685 | $1,099-37.7% | $2,380-71.2% | $2,978-77.0% |
| Participant deferral / active EE | $5,142 | $2,769+85.7% | $3,985+29.0% | $5,017+2.5% |
| Admin fee / account holder | $129 | $133-2.8% | $6,852-98.1% | $145-10.7% |