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 BARNEY3 years Service code 15 · EIN 20-8764829 | Recordkeeping | $86,843 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,528 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,279 | $82,202-36.4% | $125,339-58.3% | $64,808-19.3% |
| Participation rate | 90.5% | 77.9%+12.6pp | 82.4%+8.1pp | 71.5%+19.0pp |
| Annual return | -11.71% | 3.48%-15.2pp | 572.05%-583.8pp | 32.82%-44.5pp |
| Employer contribution / active EE | $6,348 | $3,615+75.6% | $4,814+31.9% | $2,506+153.3% |
| Participant deferral / active EE | $13,973 | $7,175+94.7% | $7,446+87.7% | $4,310+224.2% |
| Admin fee / account holder | $198 | $163+21.2% | $10,010-98.0% | $188+5.3% |