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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,779 |
MORGAN STANLEY SMITH BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $19,750 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,315 | $84,936-9.0% | $111,297-30.5% | $79,386-2.6% |
| Participation rate | 40.8% | 75.9%-35.1pp | 77.3%-36.5pp | 70.7%-29.9pp |
| Annual return | 13.70% | 17.45%-3.8pp | 54.65%-41.0pp | 116.85%-103.2pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,102 | $3,888-20.2% | $4,487-30.9% | $4,046-23.3% |
| Admin fee / account holder | $291 | $537-45.9% | $7,964-96.4% | $626-53.6% |