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-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $54,372 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $37,056 |
ADP BROKER-DEALER3+ 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 | $41,912 | $69,305-39.5% | $82,313-49.1% | $69,631-39.8% |
| Participation rate | 98.8% | 80.3%+18.6pp | 76.9%+21.9pp | 70.7%+28.1pp |
| Annual return | 18.17% | 21.47%-3.3pp | 25.88%-7.7pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $1,747 | $1,887-7.4% | $2,428-28.0% | $2,032-14.0% |
| Participant deferral / active EE | $4,950 | $3,568+38.7% | $3,706+33.6% | $3,224+53.6% |
| Admin fee / account holder | $176 | $97+80.9% | $5,608-96.9% | $110+59.2% |