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 | $68,006 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $54,044 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $158 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,931 | $53,136-32.4% | $155,509-76.9% | $199,593-82.0% |
| Participation rate | 93.0% | 64.1%+29.0pp | 78.2%+14.8pp | 72.0%+21.1pp |
| Annual return | 15.94% | 41.15%-25.2pp | 64.67%-48.7pp | 34.25%-18.3pp |
| Employer contribution / active EE | $1,590 | $1,851-14.1% | $4,672-66.0% | $3,034-47.6% |
| Participant deferral / active EE | $4,314 | $3,161+36.5% | $5,626-23.3% | $5,087-15.2% |
| Admin fee / account holder | $81 | $185-56.4% | $15,912-99.5% | $269-70.0% |