Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,291 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 49 345 ST PETER STREET · ST. PAUL, MN 55102 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,360 | $88,982-43.4% | $102,438-50.8% | $77,671-35.2% |
| Participation rate | 58.5% | 80.9%-22.4pp | 76.5%-18.0pp | 70.6%-12.1pp |
| Annual return | 16.24% | 25.01%-8.8pp | 29.37%-13.1pp | 31.21%-15.0pp |
| Employer contribution / active EE | $2,315 | $2,698-14.2% | $3,024-23.4% | $2,726-15.1% |
| Participant deferral / active EE | $4,618 | $5,144-10.2% | $5,054-8.6% | $4,648-0.7% |
| Admin fee / account holder | $24 | $236-90.0% | $9,448-99.7% | $430-94.5% |