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 | $23,984 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,390 |
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 | $76,907 | $87,870-12.5% | $113,168-32.0% | $74,304+3.5% |
| Participation rate | 86.8% | 70.7%+16.0pp | 76.6%+10.2pp | 60.3%+26.4pp |
| Annual return | 15.32% | 26.44%-11.1pp | 24.27%-8.9pp | 29.43%-14.1pp |
| Employer contribution / active EE | $574 | $2,277-74.8% | $2,975-80.7% | $2,241-74.4% |
| Participant deferral / active EE | $4,936 | $4,241+16.4% | $5,107-3.3% | $3,767+31.0% |
| Admin fee / account holder | $251 | $3,368-92.5% | $12,068-97.9% | $2,969-91.5% |