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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,230 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MS Service code 49 35 VILLAGE ROAD STE 601 · MIDDLETON, MA 01949 | Other Services | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,319 | $84,487-79.5% | $125,339-86.2% | $66,914-74.1% |
| Participation rate | 84.5% | 76.4%+8.1pp | 82.4%+2.1pp | 69.8%+14.7pp |
| Annual return | -11.76% | -8.39%-3.4pp | 572.05%-583.8pp | 1.58%-13.3pp |
| Employer contribution / active EE | $1,584 | $3,553-55.4% | $4,814-67.1% | $2,544-37.8% |
| Participant deferral / active EE | $2,993 | $6,781-55.9% | $7,446-59.8% | $4,237-29.4% |
| Admin fee / account holder | $43 | $685-93.7% | $10,010-99.6% | $593-92.8% |