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 BARNEY3 years Service code 15 · EIN 20-8764829 | Recordkeeping | $44,236 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,586 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,162 | $69,823-18.1% | $77,163-25.9% | $74,419-23.2% |
| Participation rate | 96.7% | 70.0%+26.7pp | 69.6%+27.1pp | 70.7%+25.9pp |
| Annual return | 23.52% | 19.98%+3.5pp | 37.87%-14.3pp | 34.38%-10.9pp |
| Employer contribution / active EE | $4,658 | $2,150+116.6% | $2,535+83.7% | $2,637+76.6% |
| Participant deferral / active EE | $9,026 | $3,558+153.7% | $3,833+135.5% | $4,528+99.3% |
| Admin fee / account holder | $118 | $398-70.4% | $5,472-97.9% | $348-66.2% |