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 | $17,617 |
MORGAN STANLEY SMITH BARNEY3 years Service code 15 · EIN 20-8764829 | Recordkeeping | $15,000 |
ADP BROKER-DEALER4 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 | $95,737 | $59,101+62.0% | $77,163+24.1% | $75,163+27.4% |
| Participation rate | 79.5% | 63.9%+15.6pp | 69.6%+9.9pp | 67.2%+12.3pp |
| Annual return | 20.74% | 26.71%-6.0pp | 37.87%-17.1pp | 160.62%-139.9pp |
| Employer contribution / active EE | $1,490 | $1,995-25.3% | $2,535-41.2% | $2,670-44.2% |
| Participant deferral / active EE | $5,084 | $2,999+69.5% | $3,833+32.6% | $4,125+23.2% |
| Admin fee / account holder | $272 | $4,774-94.3% | $5,472-95.0% | $5,651-95.2% |