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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,143 |
MORGAN STANLEY SMITH BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $15,541 |
ADP BROKER-DEALER5 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 | $60,973 | $76,050-19.8% | $96,544-36.8% | $71,457-14.7% |
| Participation rate | 46.9% | 74.4%-27.5pp | 76.0%-29.0pp | 67.9%-21.0pp |
| Annual return | 19.26% | 22.81%-3.5pp | 25.84%-6.6pp | 28.85%-9.6pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,159 | $4,215-1.3% | $4,851-14.3% | $4,289-3.0% |
| Admin fee / account holder | $220 | $2,707-91.9% | $8,252-97.3% | $1,587-86.1% |