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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $15,000 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,603 |
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 | $107,557 | $64,480+66.8% | $81,382+32.2% | $80,856+33.0% |
| Participation rate | 77.3% | 63.9%+13.4pp | 69.5%+7.8pp | 67.6%+9.6pp |
| Annual return | 13.23% | 16.34%-3.1pp | 24.73%-11.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,560 | $1,978-21.1% | $2,463-36.6% | $2,755-43.4% |
| Participant deferral / active EE | $5,466 | $3,094+76.7% | $3,883+40.8% | $4,296+27.2% |
| Admin fee / account holder | $295 | $5,671-94.8% | $5,768-94.9% | $6,918-95.7% |