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 | $2,035 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3+ 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 | $10,734 | $80,753-86.7% | $136,294-92.1% | $62,292-82.8% |
| Participation rate | 27.7% | 73.5%-45.8pp | 81.9%-54.2pp | 69.5%-41.8pp |
| Annual return | 16.50% | 35.83%-19.3pp | 5155.94%-5139.4pp | 28.90%-12.4pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $731 | $5,164-85.9% | $6,247-88.3% | $3,169-76.9% |
| Admin fee / account holder | $26 | $525-95.0% | $9,243-99.7% | $479-94.5% |