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 BARNEY6 years Service code 15 · EIN 20-8764829 | Recordkeeping | $42,631 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,986 |
MRPR GROUP PC6 years Filed as: MRPR GROUP, P.C. Service code 15 · EIN 38-2141969 | Recordkeeping | $8,700 |
ADP BROKER-DEALER7 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 | $85,781 | $98,727-13.1% | $113,168-24.2% | $85,563+0.3% |
| Participation rate | 46.4% | 80.8%-34.4pp | 76.6%-30.1pp | 66.0%-19.5pp |
| Annual return | 17.44% | 17.43%0pp | 24.27%-6.8pp | 31.51%-14.1pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $2,975-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $4,083 | $5,424-24.7% | $5,107-20.1% | $4,375-6.7% |
| Admin fee / account holder | $447 | $357+25.3% | $12,068-96.3% | $834-46.4% |