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 | $26,112 |
MORGAN STANLEY SMITH BARNEY5 years Service code 15 · EIN 20-8764829 | Recordkeeping | $17,238 |
MRPR GROUP PC5 years Filed as: MRPR GROUP, P.C. Service code 15 · EIN 38-2141969 | Recordkeeping | $8,300 |
ADP BROKER-DEALER6 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.
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 | $66,996 | $88,890-24.6% | $102,423-34.6% | $77,643-13.7% |
| Participation rate | 49.8% | 80.9%-31.1pp | 76.5%-26.7pp | 70.6%-20.8pp |
| Annual return | 17.92% | 24.98%-7.1pp | 29.32%-11.4pp | 31.24%-13.3pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,023-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,418 | $5,145-14.1% | $5,053-12.6% | $4,647-4.9% |
| Admin fee / account holder | $268 | $235+13.7% | $9,451-97.2% | $430-37.8% |