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 | $1,625 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 49 35 VILLAGE ROAD STE 601 · MIDDLETON, MA 01949 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,562 | $75,183-88.6% | $123,892-93.1% | $55,167-84.5% |
| Participation rate | 23.7% | 72.8%-49.1pp | 81.4%-57.7pp | 69.0%-45.3pp |
| Annual return | 15.35% | 19.01%-3.7pp | 47.52%-32.2pp | 169.23%-153.9pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $653 | $5,084-87.2% | $5,984-89.1% | $3,054-78.6% |
| Admin fee / account holder | $22 | $663-96.7% | $8,357-99.7% | $504-95.7% |