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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $42,688 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,011 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,319 | $50,199-3.7% | $70,092-31.1% | $66,914-27.8% |
| Participation rate | 96.0% | 66.3%+29.6pp | 70.5%+25.5pp | 69.8%+26.2pp |
| Annual return | -17.04% | -13.85%-3.2pp | 190.73%-207.8pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,143 | $1,864+15.0% | $2,559-16.2% | $2,544-15.8% |
| Participant deferral / active EE | $8,159 | $3,112+162.2% | $3,849+112.0% | $4,237+92.6% |
| Admin fee / account holder | $115 | $600-80.8% | $6,267-98.2% | $593-80.6% |