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-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,071 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY11+ years Service code 49 2121 AVE OF THE STARS · LOS ANGELES, CA 90067 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,225 | $132,049+23.6% | $200,582-18.6% | $74,304+119.7% |
| Participation rate | 96.1% | 84.1%+12.1pp | 86.9%+9.2pp | 60.3%+35.8pp |
| Annual return | 15.62% | 22.22%-6.6pp | 42.33%-26.7pp | 29.43%-13.8pp |
| Employer contribution / active EE | $3,191 | $4,558-30.0% | $6,419-50.3% | $2,241+42.4% |
| Participant deferral / active EE | $7,808 | $7,213+8.2% | $9,331-16.3% | $3,767+107.3% |
| Admin fee / account holder | $26 | $2,405-98.9% | $16,305-99.8% | $2,969-99.1% |