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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,366 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $27,354 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,958 | $66,124+25.5% | $90,404-8.2% | $73,488+12.9% |
| Participation rate | 97.7% | 69.7%+28.0pp | 72.7%+25.0pp | 70.7%+27.0pp |
| Annual return | 9.77% | 17.65%-7.9pp | 1293.02%-1283.2pp | 28.51%-18.7pp |
| Employer contribution / active EE | $2,024 | $2,346-13.7% | $3,262-37.9% | $2,270-10.8% |
| Participant deferral / active EE | $3,385 | $3,039+11.4% | $3,963-14.6% | $3,740-9.5% |
| Admin fee / account holder | $295 | $396-25.5% | $5,611-94.7% | $513-42.4% |