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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,304 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 16644 W BERNARDO DR · SAN DIEGO, CA 92127 | 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,268 | $46,072-49.5% | $70,014-66.8% | $55,167-57.8% |
| Participation rate | 50.4% | 67.5%-17.0pp | 71.8%-21.4pp | 69.0%-18.6pp |
| Annual return | 5.44% | 8.68%-3.2pp | 12.99%-7.6pp | 169.23%-163.8pp |
| Employer contribution / active EE | $299 | $1,500-80.1% | $2,338-87.2% | $1,963-84.8% |
| Participant deferral / active EE | $2,489 | $2,344+6.2% | $2,931-15.1% | $3,054-18.5% |
| Admin fee / account holder | $15 | $428-96.6% | $4,380-99.7% | $504-97.1% |