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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $59,575 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $31,449 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,104 | $63,905-45.1% | $74,183-52.7% | $57,658-39.1% |
| Participation rate | 93.4% | 79.8%+13.6pp | 76.6%+16.8pp | 70.2%+23.2pp |
| Annual return | 8.15% | 60.60%-52.5pp | 17.74%-9.6pp | 5.13%+3.0pp |
| Employer contribution / active EE | $1,487 | $1,840-19.2% | $2,370-37.3% | $1,974-24.7% |
| Participant deferral / active EE | $4,109 | $3,448+19.2% | $3,550+15.8% | $3,061+34.3% |
| Admin fee / account holder | $181 | $91+98.7% | $5,586-96.8% | $95+91.4% |