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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,088 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 760 WEST MAIN STREET · BARRINGTON, IL 60010 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,273 | $80,724-58.8% | $103,333-67.8% | $74,495-55.3% |
| Participation rate | 95.2% | 65.7%+29.6pp | 74.5%+20.7pp | 67.2%+28.0pp |
| Annual return | 13.51% | 27.56%-14.1pp | 24.88%-11.4pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,112 | $3,157-64.8% | $3,868-71.3% | $2,623-57.6% |
| Participant deferral / active EE | $6,031 | $3,860+56.2% | $5,057+19.2% | $4,346+38.8% |
| Admin fee / account holder | $41 | $2,368-98.2% | $8,355-99.5% | $1,942-97.9% |