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 | $3,382 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY Service code 49 2 JERICHO PLAZA · JERICHO, NY 11753 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,478 | $59,402-45.3% | $93,654-65.3% | $74,546-56.4% |
| Participation rate | 39.2% | 59.7%-20.5pp | 68.7%-29.5pp | 67.2%-28.0pp |
| Annual return | 15.16% | 81.86%-66.7pp | 133.34%-118.2pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $877 | $1,265-30.7% | $2,421-63.8% | $2,624-66.6% |
| Participant deferral / active EE | $1,949 | $3,049-36.1% | $4,413-55.8% | $4,347-55.2% |
| Admin fee / account holder | $24 | $3,023-99.2% | $8,282-99.7% | $1,944-98.8% |