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 9-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 BARNEY2 years Service code 15 · EIN 20-8764829 | Recordkeeping | $53,576 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,752 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,004 | $104,317-51.1% | $159,436-68.0% | $86,799-41.2% |
| Participation rate | 85.6% | 77.7%+7.9pp | 82.8%+2.8pp | 72.3%+13.3pp |
| Annual return | 33.01% | 26.32%+6.7pp | 263.57%-230.6pp | 97.91%-64.9pp |
| Employer contribution / active EE | $4,813 | $3,451+39.5% | $4,829-0.3% | $2,405+100.1% |
| Participant deferral / active EE | $10,761 | $6,837+57.4% | $7,352+46.4% | $4,131+160.5% |
| Admin fee / account holder | $134 | $172-22.4% | $10,799-98.8% | $170-21.2% |