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 | $15,038 |
MORGAN STANLEY SMITH BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $15,000 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $77,335 | $54,229+42.6% | $70,092+10.3% | $68,494+12.9% |
| Participation rate | 78.5% | 64.5%+14.0pp | 70.5%+8.0pp | 67.9%+10.6pp |
| Annual return | -14.59% | -13.87%-0.7pp | 190.73%-205.3pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,398 | $2,018-30.7% | $2,559-45.4% | $2,596-46.1% |
| Participant deferral / active EE | $4,635 | $2,956+56.8% | $3,849+20.4% | $4,027+15.1% |
| Admin fee / account holder | $242 | $4,694-94.8% | $6,267-96.1% | $5,403-95.5% |