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 BARNEY4 years Service code 15 · EIN 20-8764829 | Recordkeeping | $95,910 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,796 |
ADP BROKER-DEALER5 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 | $72,889 | $95,274-23.5% | $135,903-46.4% | $74,419-2.1% |
| Participation rate | 91.5% | 78.2%+13.4pp | 81.9%+9.6pp | 70.7%+20.8pp |
| Annual return | 24.63% | 32.77%-8.1pp | 68.23%-43.6pp | 34.38%-9.8pp |
| Employer contribution / active EE | $6,816 | $3,874+75.9% | $4,856+40.4% | $2,637+158.4% |
| Participant deferral / active EE | $14,667 | $7,782+88.5% | $7,758+89.1% | $4,528+223.9% |
| Admin fee / account holder | $229 | $266-14.0% | $10,762-97.9% | $348-34.2% |