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 BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $18,653 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,373 |
Employer contribution per participant 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 | $55,422 | $76,050-27.1% | $96,544-42.6% | $71,457-22.4% |
| Participation rate | 85.5% | 74.4%+11.1pp | 76.0%+9.5pp | 67.9%+17.5pp |
| Annual return | 14.82% | 22.81%-8.0pp | 25.84%-11.0pp | 28.85%-14.0pp |
| Employer contribution / active EE | $406 | $2,244-81.9% | $2,965-86.3% | $2,588-84.3% |
| Participant deferral / active EE | $3,767 | $4,215-10.6% | $4,851-22.3% | $4,289-12.2% |
| Admin fee / account holder | $164 | $2,707-93.9% | $8,252-98.0% | $1,587-89.7% |