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 BARNEY5 years Service code 15 · EIN 20-8764829 | Recordkeeping | $15,000 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,573 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $117,128 | $68,719+70.4% | $91,541+28.0% | $84,808+38.1% |
| Participation rate | 77.0% | 64.5%+12.5pp | 69.8%+7.2pp | 68.3%+8.7pp |
| Annual return | 12.46% | 19.12%-6.7pp | 20.50%-8.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,365 | $1,920-28.9% | $2,505-45.5% | $2,631-48.1% |
| Participant deferral / active EE | $4,514 | $3,136+44.0% | $4,008+12.6% | $4,212+7.2% |
| Admin fee / account holder | $268 | $5,786-95.4% | $6,956-96.1% | $7,344-96.3% |