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 BARNEY3 years Service code 15 · EIN 20-8764829 | Recordkeeping | $25,683 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,424 |
MRPR GROUP PC3 years Filed as: MRPR GROUP, P.C. Service code 15 · EIN 38-2141969 | Recordkeeping | $7,500 |
ADP BROKER-DEALER4 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,758 | $65,435-7.1% | $86,677-29.9% | $66,914-9.2% |
| Participation rate | 44.2% | 75.5%-31.3pp | 76.6%-32.4pp | 69.8%-25.6pp |
| Annual return | -13.09% | -10.89%-2.2pp | 35.91%-49.0pp | 1.58%-14.7pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,885 | $4,100-5.3% | $4,656-16.6% | $4,237-8.3% |
| Admin fee / account holder | $360 | $642-43.9% | $7,493-95.2% | $593-39.4% |