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 |
|---|---|---|
Filed as: MORGAN STANLEY Service code 15 · EIN 26-4310632 | Recordkeeping | $27,591 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,712 | $34,242-74.6% | $76,523-88.6% | $75,289-88.4% |
| Participation rate | 13.9% | 43.9%-30.0pp | 68.0%-54.1pp | 72.4%-58.5pp |
| Annual return | -2.71% | -0.98%-1.7pp | -0.27%-2.4pp | -0.04%-2.7pp |
| Employer contribution / active EE | $101 | $975-89.7% | $2,647-96.2% | $2,405-95.8% |
| Participant deferral / active EE | $564 | $1,872-69.9% | $3,835-85.3% | $3,739-84.9% |
| Admin fee / account holder | $43 | $112-62.0% | $4,848-99.1% | $102-58.4% |