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 | $82,384 |
MORGAN STANLEY SMITH BARNEY9+ years Service code 15 · EIN 20-8764829 | Recordkeeping | $71,304 |
BOURGEOIS BENNETT LLC1 year Filed as: BOURGEOIS BENNETT, LLC Service code 10 · EIN 72-0136870 | Accounting | $19,500 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $57,938 | $95,274-39.2% | $135,903-57.4% | $74,419-22.1% |
| Participation rate | 93.4% | 78.2%+15.2pp | 81.9%+11.5pp | 70.7%+22.7pp |
| Annual return | 21.51% | 32.77%-11.3pp | 68.23%-46.7pp | 34.38%-12.9pp |
| Employer contribution / active EE | $634 | $3,874-83.6% | $4,856-87.0% | $2,637-76.0% |
| Participant deferral / active EE | $3,329 | $7,782-57.2% | $7,758-57.1% | $4,528-26.5% |
| Admin fee / account holder | $180 | $266-32.3% | $10,762-98.3% | $348-48.2% |