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 BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $52,571 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,756 |
ADP BROKER-DEALER10+ 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 | $69,159 | $66,457+4.1% | $81,382-15.0% | $77,643-10.9% |
| Participation rate | 98.5% | 68.7%+29.7pp | 69.5%+29.0pp | 70.6%+27.9pp |
| Annual return | 16.79% | 15.93%+0.9pp | 24.73%-7.9pp | 31.24%-14.5pp |
| Employer contribution / active EE | $5,681 | $2,159+163.1% | $2,463+130.7% | $2,726+108.4% |
| Participant deferral / active EE | $10,243 | $3,679+178.4% | $3,883+163.8% | $4,647+120.4% |
| Admin fee / account holder | $136 | $583-76.7% | $5,768-97.6% | $430-68.4% |