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-DEALER6+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,701 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $13,659 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $5,219 |
ADP BROKER-DEALER6+ 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.
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 | $18,231 | $46,219-60.6% | $89,391-79.6% | $90,288-79.8% |
| Participation rate | 11.5% | 44.9%-33.4pp | 68.0%-56.4pp | 73.4%-61.8pp |
| Annual return | 19.64% | 25.71%-6.1pp | 245.62%-226.0pp | 53.97%-34.3pp |
| Employer contribution / active EE | $87 | $953-90.9% | $2,586-96.6% | $2,524-96.6% |
| Participant deferral / active EE | $509 | $2,136-76.2% | $3,890-86.9% | $4,232-88.0% |
| Admin fee / account holder | $82 | $147-44.1% | $4,881-98.3% | $114-28.1% |