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 BARNEY5 years Service code 15 · EIN 20-8764829 | Recordkeeping | $56,535 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,139 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,188 | $65,561+31.5% | $91,541-5.8% | $74,304+16.0% |
| Participation rate | 98.2% | 56.6%+41.6pp | 69.8%+28.4pp | 60.3%+37.8pp |
| Annual return | 15.91% | 17.68%-1.8pp | 20.50%-4.6pp | 29.43%-13.5pp |
| Employer contribution / active EE | $6,797 | $1,717+295.9% | $2,505+171.4% | $2,241+203.3% |
| Participant deferral / active EE | $14,153 | $2,918+385.0% | $4,008+253.1% | $3,767+275.7% |
| Admin fee / account holder | $167 | $3,333-95.0% | $6,956-97.6% | $2,969-94.4% |