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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,000 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,339 | $37,044-23.5% | $71,796-60.5% | $57,658-50.9% |
| Participation rate | 21.6% | 61.1%-39.5pp | 69.1%-47.5pp | 70.2%-48.6pp |
| Annual return | 2.87% | 12.64%-9.8pp | 78.04%-75.2pp | 5.13%-2.3pp |
| Employer contribution / active EE | $691 | $720-4.0% | $1,924-64.1% | $1,974-65.0% |
| Participant deferral / active EE | $1,224 | $1,974-38.0% | $2,794-56.2% | $3,061-60.0% |
| Admin fee / account holder | $32 | $101-68.7% | $4,815-99.3% | $95-66.6% |